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 |
|