BAAM
Baker Avenue Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
41,066
-176
| -0.4% | -$12.4K | 0.08% | 161 |
|
|
2025
Q1 | $3.02M | Buy |
41,242
+2,275
| +6% | +$167K | 0.09% | 159 |
|
|
2024
Q4 | $2.44M | Sell |
38,967
-19,677
| -34% | -$1.23M | 0.07% | 175 |
|
|
2024
Q3 | $3.87M | Buy |
58,644
+227
| +0.4% | +$15K | 0.12% | 130 |
|
|
2024
Q2 | $4.22M | Buy |
58,417
+2,879
| +5% | +$208K | 0.14% | 113 |
|
|
2024
Q1 | $3.72M | Buy |
55,538
+5,464
| +11% | +$366K | 0.15% | 116 |
|
|
2023
Q4 | $3.29M | Buy |
50,074
+14
| +0% | +$921 | 0.14% | 117 |
|
|
2023
Q3 | $3.22M | Hold |
50,060
| – | – | 0.16% | 115 |
|
|
2023
Q2 | $3.02M | Sell |
50,060
-50
| -0.1% | -$3.02K | 0.15% | 114 |
|
|
2023
Q1 | $2.88M | Buy |
50,110
+48,779
| +3,665% | +$2.81M | 0.16% | 113 |
|
|
2022
Q4 | $75.8K | Buy |
+1,331
| New | +$75.8K | ﹤0.01% | 438 |
|