Appleton Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Buy |
3,024
+199
| +7% | +$14K | 0.02% | 241 |
|
|
2025
Q1 | $207K | Buy |
+2,825
| New | +$207K | 0.02% | 235 |
|
|
2024
Q3 | – | Sell |
-2,772
| Closed | -$200K | – | 260 |
|
|
2024
Q2 | $200K | Buy |
+2,772
| New | +$200K | 0.02% | 257 |
|
|
2024
Q1 | – | Sell |
-3,184
| Closed | -$210K | – | 285 |
|
|
2023
Q4 | $210K | Sell |
3,184
-33
| -1% | -$2.18K | 0.02% | 282 |
|
|
2023
Q3 | $207K | Sell |
3,217
-158
| -5% | -$10.2K | 0.02% | 282 |
|
|
2023
Q2 | $204K | Buy |
+3,375
| New | +$204K | 0.02% | 285 |
|
|
2022
Q2 | – | Sell |
-3,787
| Closed | -$208K | – | 306 |
|
|
2022
Q1 | $208K | Buy |
+3,787
| New | +$208K | 0.02% | 300 |
|