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