Atlas Capital Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$219K Sell
3,105
-38
-1% -$2.68K 0.03% 388
2025
Q1
$230K Buy
3,143
+38
+1% +$2.79K 0.03% 373
2024
Q4
$195K Sell
3,105
-87
-3% -$5.45K 0.02% 392
2024
Q3
$211K Sell
3,192
-1,864
-37% -$123K 0.03% 364
2024
Q2
$365K Buy
5,056
+313
+7% +$22.6K 0.05% 284
2024
Q1
$318K Sell
4,743
-761
-14% -$51K 0.05% 296
2023
Q4
$362K Buy
5,504
+1,166
+27% +$76.7K 0.05% 266
2023
Q3
$279K Sell
4,338
-981
-18% -$63.2K 0.05% 291
2023
Q2
$321K Hold
5,319
0.05% 280
2023
Q1
$306K Hold
5,319
0.05% 278
2022
Q4
$303K Sell
5,319
-3,322
-38% -$189K 0.05% 261
2022
Q3
$430K Sell
8,641
-459
-5% -$22.8K 0.08% 204
2022
Q2
$476K Sell
9,100
-5,738
-39% -$300K 0.08% 204
2022
Q1
$815K Buy
+14,838
New +$815K 0.13% 145