AHC
Adell Harriman & Carpenter’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
144,033
+3,719
| +3% | +$262K | 0.67% | 35 |
|
|
2025
Q1 | $10.3M | Buy |
140,314
+9,548
| +7% | +$700K | 0.77% | 37 |
|
|
2024
Q4 | $8.19M | Buy |
130,766
+5,564
| +4% | +$349K | 0.57% | 42 |
|
|
2024
Q3 | $8.26M | Buy |
125,202
+5,015
| +4% | +$331K | 0.6% | 42 |
|
|
2024
Q2 | $8.68M | Buy |
120,187
+7,011
| +6% | +$506K | 0.67% | 39 |
|
|
2024
Q1 | $7.59M | Buy |
113,176
+8,644
| +8% | +$579K | 0.62% | 46 |
|
|
2023
Q4 | $6.88M | Buy |
104,532
+15,032
| +17% | +$989K | 0.64% | 45 |
|
|
2023
Q3 | $5.76M | Buy |
89,500
+25,176
| +39% | +$1.62M | 0.6% | 52 |
|
|
2023
Q2 | $3.91M | Buy |
64,324
+16,958
| +36% | +$1.03M | 0.4% | 63 |
|
|
2023
Q1 | $2.73M | Buy |
47,366
+27,150
| +134% | +$1.56M | 0.29% | 74 |
|
|
2022
Q4 | $1.15M | Buy |
20,216
+7,285
| +56% | +$415K | 0.13% | 98 |
|
|
2022
Q3 | $643K | Buy |
+12,931
| New | +$643K | 0.08% | 117 |
|