Anchor 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 | $345K | Sell |
4,897
-200
| -4% | -$14.1K | 0.03% | 298 |
|
|
2025
Q1 | $374K | Sell |
5,097
-100
| -2% | -$7.33K | 0.03% | 285 |
|
|
2024
Q4 | $326K | Sell |
5,197
-400
| -7% | -$25.1K | 0.03% | 297 |
|
|
2024
Q3 | $369K | Hold |
5,597
| – | – | 0.03% | 290 |
|
|
2024
Q2 | $404K | Hold |
5,597
| – | – | 0.04% | 260 |
|
|
2024
Q1 | $375K | Sell |
5,597
-450
| -7% | -$30.2K | 0.04% | 277 |
|
|
2023
Q4 | $398K | Sell |
6,047
-435
| -7% | -$28.6K | 0.05% | 266 |
|
|
2023
Q3 | $417K | Sell |
6,482
-126
| -2% | -$8.11K | 0.05% | 251 |
|
|
2023
Q2 | $399K | Sell |
6,608
-475
| -7% | -$28.7K | 0.05% | 260 |
|
|
2023
Q1 | $408K | Hold |
7,083
| – | – | 0.06% | 250 |
|
|
2022
Q4 | $403K | Sell |
7,083
-100
| -1% | -$5.7K | 0.06% | 246 |
|
|
2022
Q3 | $357K | Hold |
7,183
| – | – | 0.06% | 252 |
|
|
2022
Q2 | $376K | Sell |
7,183
-75
| -1% | -$3.92K | 0.05% | 253 |
|
|
2022
Q1 | $399K | Buy |
7,258
+6,018
| +485% | +$331K | 0.05% | 275 |
|
|
2021
Q4 | $53.8K | Hold |
1,240
| – | – | 0.01% | 555 |
|
|
2021
Q3 | $55.3K | Hold |
1,240
| – | – | 0.01% | 510 |
|
|
2021
Q2 | $50.1K | Hold |
1,240
| – | – | 0.01% | 530 |
|
|
2021
Q1 | $48.6K | Hold |
1,240
| – | – | 0.01% | 515 |
|
|
2020
Q4 | $43.6K | Sell |
1,240
-100
| -7% | -$3.51K | 0.01% | 490 |
|
|
2020
Q3 | $33.7K | Sell |
1,340
-67
| -5% | -$1.69K | 0.01% | 499 |
|
|
2020
Q2 | $46K | Sell |
1,407
-100
| -7% | -$3.27K | 0.01% | 445 |
|
|
2020
Q1 | $52.6K | Buy |
1,507
+67
| +5% | +$2.34K | 0.01% | 407 |
|
|
2019
Q4 | $84.9K | Hold |
1,440
| – | – | 0.02% | 391 |
|
|
2019
Q3 | $84.7K | Hold |
1,440
| – | – | 0.02% | 382 |
|
|
2019
Q2 | $93.7K | Hold |
1,440
| – | – | 0.02% | 373 |
|
|
2019
Q1 | $90.1K | Sell |
1,440
-72
| -5% | -$4.51K | 0.02% | 378 |
|
|
2018
Q4 | $88.1K | Hold |
1,512
| – | – | 0.03% | 362 |
|
|
2018
Q3 | $103K | Hold |
1,512
| – | – | 0.02% | 374 |
|
|
2018
Q2 | $105K | Hold |
1,512
| – | – | 0.03% | 380 |
|
|
2018
Q1 | $96.5K | Hold |
1,512
| – | – | 0.03% | 389 |
|
|
2017
Q4 | $101K | Buy |
1,512
+90
| +6% | +$6K | 0.03% | 371 |
|
|
2017
Q3 | $86.1K | Hold |
1,422
| – | – | 0.03% | 379 |
|
|
2017
Q2 | $75.6K | Hold |
1,422
| – | – | 0.03% | 359 |
|
|
2017
Q1 | $75K | Hold |
1,422
| – | – | 0.03% | 350 |
|
|
2016
Q4 | $77.3K | Sell |
1,422
-200
| -12% | -$10.9K | 0.03% | 335 |
|
|
2016
Q3 | $81.2K | Buy |
1,622
+125
| +8% | +$6.26K | 0.03% | 308 |
|
|
2016
Q2 | $82.7K | Sell |
1,497
-400
| -21% | -$22.1K | 0.03% | 299 |
|
|
2016
Q1 | $91.9K | Buy |
+1,897
| New | +$91.9K | 0.04% | 292 |
|