American Capital Advisory’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.34M Sell
19,087
-45
-0.2% -$3.17K 0.67% 32
2025
Q1
$1.4M Buy
19,132
+4
+0% +$293 0.76% 30
2024
Q4
$1.2M Sell
19,128
-467
-2% -$29.3K 0.66% 35
2024
Q3
$1.29M Sell
19,595
-1,981
-9% -$131K 0.75% 33
2024
Q2
$1.42M Sell
21,576
-5,398
-20% -$355K 1.01% 21
2024
Q1
$1.55M Buy
26,974
+5,398
+25% +$311K 1.35% 16
2023
Q4
$1.42M Buy
+21,576
New +$1.42M 1.01% 21