Alhambra Investment 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 | $865K | Sell |
12,286
-55
| -0.4% | -$3.87K | 0.43% | 59 |
|
2025
Q1 | $904K | Sell |
12,341
-408
| -3% | -$29.9K | 0.47% | 53 |
|
2024
Q4 | $799K | Sell |
12,749
-3,007
| -19% | -$188K | 0.41% | 59 |
|
2024
Q3 | $1.04M | Buy |
15,756
+5,696
| +57% | +$376K | 0.54% | 44 |
|
2024
Q2 | $726K | Sell |
10,060
-383
| -4% | -$27.6K | 0.4% | 61 |
|
2024
Q1 | $700K | Buy |
10,443
+2,552
| +32% | +$171K | 0.38% | 70 |
|
2023
Q4 | $519K | Hold |
7,891
| – | – | 0.31% | 89 |
|
2023
Q3 | $508K | Hold |
7,891
| – | – | 0.33% | 85 |
|
2023
Q2 | $476K | Buy |
7,891
+30
| +0.4% | +$1.81K | 0.31% | 90 |
|
2023
Q1 | $452K | Buy |
7,861
+263
| +3% | +$15.1K | 0.31% | 90 |
|
2022
Q4 | $433K | Buy |
7,598
+47
| +0.6% | +$2.68K | 0.32% | 92 |
|
2022
Q3 | $376K | Hold |
7,551
| – | – | 0.29% | 96 |
|
2022
Q2 | $395K | Hold |
7,551
| – | – | 0.29% | 100 |
|
2022
Q1 | $415K | Buy |
+7,551
| New | +$415K | 0.27% | 103 |
|