AIMZ Investment 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 | $371K | Hold |
5,275
| – | – | 0.12% | 103 |
|
|
2025
Q1 | $387K | Sell |
5,275
-200
| -4% | -$14.7K | 0.14% | 101 |
|
|
2024
Q4 | $343K | Sell |
5,475
-100
| -2% | -$6.27K | 0.12% | 101 |
|
|
2024
Q3 | $368K | Sell |
5,575
-100
| -2% | -$6.6K | 0.13% | 97 |
|
|
2024
Q2 | $410K | Hold |
5,675
| – | – | 0.15% | 92 |
|
|
2024
Q1 | $380K | Sell |
5,675
-500
| -8% | -$33.5K | 0.14% | 93 |
|
|
2023
Q4 | $406K | Hold |
6,175
| – | – | 0.16% | 86 |
|
|
2023
Q3 | $398K | Sell |
6,175
-100
| -2% | -$6.44K | 0.18% | 85 |
|
|
2023
Q2 | $379K | Hold |
6,275
| – | – | 0.16% | 86 |
|
|
2023
Q1 | $361K | Hold |
6,275
| – | – | 0.16% | 87 |
|
|
2022
Q4 | $357K | Sell |
6,275
-175
| -3% | -$9.96K | 0.17% | 86 |
|
|
2022
Q3 | $321K | Sell |
6,450
-100
| -2% | -$4.98K | 0.16% | 87 |
|
|
2022
Q2 | $342K | Hold |
6,550
| – | – | 0.16% | 88 |
|
|
2022
Q1 | $360K | Buy |
+6,550
| New | +$360K | 0.15% | 94 |
|