Advisors Asset Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.54M Sell
36,098
-1,483
-4% -$104K 0.05% 511
2025
Q1
$2.75M Sell
37,581
-372
-1% -$27.3K 0.05% 477
2024
Q4
$2.38M Sell
37,953
-4,516
-11% -$283K 0.04% 519
2024
Q3
$2.8M Sell
42,469
-521
-1% -$34.4K 0.05% 463
2024
Q2
$3.1M Sell
42,990
-2,439
-5% -$176K 0.06% 410
2024
Q1
$3.05M Buy
45,429
+944
+2% +$63.3K 0.06% 424
2023
Q4
$2.93M Sell
44,485
-4,497
-9% -$296K 0.06% 394
2023
Q3
$3.15M Buy
48,982
+1,307
+3% +$84.1K 0.07% 365
2023
Q2
$2.88M Buy
47,675
+4,413
+10% +$266K 0.06% 399
2023
Q1
$2.49M Buy
43,262
+4,151
+11% +$239K 0.05% 455
2022
Q4
$2.23M Buy
39,111
+4,776
+14% +$272K 0.05% 467
2022
Q3
$1.71M Buy
34,335
+284
+0.8% +$14.1K 0.04% 544
2022
Q2
$1.78M Buy
34,051
+2,876
+9% +$150K 0.03% 551
2022
Q1
$1.71M Buy
+31,175
New +$1.71M 0.03% 634