AIA
Allied Investment Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Buy |
185,186
+3,559
| +2% | +$251K | 2.28% | 15 |
|
|
2025
Q1 | $13.3M | Buy |
181,627
+7,940
| +5% | +$582K | 2.52% | 10 |
|
|
2024
Q4 | $10.9M | Buy |
173,687
+1,394
| +0.8% | +$87.3K | 2.19% | 20 |
|
|
2024
Q3 | $11.4M | Buy |
172,293
+1,191
| +0.7% | +$78.5K | 2.25% | 15 |
|
|
2024
Q2 | $12.4M | Sell |
171,102
-328
| -0.2% | -$23.7K | 2.9% | 7 |
|
|
2024
Q1 | $11.5M | Buy |
171,430
+3,714
| +2% | +$249K | 2.77% | 11 |
|
|
2023
Q4 | $11M | Sell |
167,716
-678
| -0.4% | -$44.6K | 3% | 8 |
|
|
2023
Q3 | $10.8M | Sell |
168,394
-409
| -0.2% | -$26.3K | 3.24% | 8 |
|
|
2023
Q2 | $10.2M | Buy |
168,803
+927
| +0.6% | +$56K | 2.95% | 9 |
|
|
2023
Q1 | $9.66M | Sell |
167,876
-1,458
| -0.9% | -$83.9K | 2.99% | 8 |
|
|
2022
Q4 | $9.64M | Sell |
169,334
-1,611
| -0.9% | -$91.7K | 3.02% | 8 |
|
|
2022
Q3 | $8.51M | Buy |
170,945
+955
| +0.6% | +$47.5K | 3.17% | 7 |
|
|
2022
Q2 | $8.89M | Buy |
169,990
+1,000
| +0.6% | +$52.3K | 3.19% | 6 |
|
|
2022
Q1 | $9.28M | Buy |
+168,990
| New | +$9.28M | 3.02% | 7 |
|