Addison Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
3,276
+474
| +17% | +$33.4K | 0.06% | 198 |
|
|
2025
Q1 | $205K | Buy |
2,802
+183
| +7% | +$13.4K | 0.06% | 201 |
|
|
2024
Q4 | $164K | Sell |
2,619
-106
| -4% | -$6.64K | 0.05% | 233 |
|
|
2024
Q3 | $180K | Sell |
2,725
-44
| -2% | -$2.9K | 0.05% | 233 |
|
|
2024
Q2 | $200K | Buy |
2,769
+352
| +15% | +$25.4K | 0.06% | 197 |
|
|
2024
Q1 | $162K | Buy |
2,417
+75
| +3% | +$5.03K | 0.06% | 221 |
|
|
2023
Q4 | $154K | Buy |
2,342
+187
| +9% | +$12.3K | 0.06% | 216 |
|
|
2023
Q3 | $139K | Buy |
2,155
+317
| +17% | +$20.4K | 0.06% | 204 |
|
|
2023
Q2 | $111K | Sell |
1,838
-150
| -8% | -$9.06K | 0.05% | 225 |
|
|
2023
Q1 | $114K | Sell |
1,988
-36
| -2% | -$2.07K | 0.06% | 204 |
|
|
2022
Q4 | $115K | Sell |
2,024
-195
| -9% | -$11.1K | 0.07% | 192 |
|
|
2022
Q3 | $110K | Buy |
2,219
+42
| +2% | +$2.08K | 0.07% | 179 |
|
|
2022
Q2 | $114K | Sell |
2,177
-275
| -11% | -$14.4K | 0.07% | 174 |
|
|
2022
Q1 | $135K | Buy |
+2,452
| New | +$135K | 0.07% | 176 |
|