Bard Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
65,100
-1,000
| -2% | -$70.4K | 0.55% | 53 |
|
|
2025
Q1 | $4.84M | Buy |
66,100
+500
| +0.8% | +$36.6K | 0.59% | 49 |
|
|
2024
Q4 | $4.11M | Sell |
65,600
-1,675
| -2% | -$105K | 0.49% | 52 |
|
|
2024
Q3 | $4.44M | Sell |
67,275
-3,375
| -5% | -$223K | 0.52% | 50 |
|
|
2024
Q2 | $5.1M | Buy |
70,650
+125
| +0.2% | +$9.02K | 0.53% | 49 |
|
|
2024
Q1 | $4.73M | Buy |
70,525
+1,875
| +3% | +$126K | 0.5% | 52 |
|
|
2023
Q4 | $4.52M | Sell |
68,650
-1,400
| -2% | -$92.1K | 0.51% | 52 |
|
|
2023
Q3 | $4.51M | Buy |
70,050
+5,275
| +8% | +$340K | 0.56% | 48 |
|
|
2023
Q2 | $3.91M | Buy |
64,775
+1,200
| +2% | +$72.5K | 0.3% | 81 |
|
|
2023
Q1 | $3.66M | Buy |
63,575
+2,325
| +4% | +$134K | 0.29% | 80 |
|
|
2022
Q4 | $3.49M | Buy |
61,250
+7,125
| +13% | +$406K | 0.3% | 82 |
|
|
2022
Q3 | $2.69M | Buy |
54,125
+14,675
| +37% | +$730K | 0.25% | 93 |
|
|
2022
Q2 | $2.06M | Buy |
39,450
+34,575
| +709% | +$1.81M | 0.19% | 108 |
|
|
2022
Q1 | $268K | Buy |
+4,875
| New | +$268K | 0.02% | 255 |
|