Bard Financial Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.66M | Hold |
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|
2025
Q2 | $4.58M | Sell |
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|
2025
Q1 | $4.84M | Buy |
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|
2024
Q4 | $4.11M | Sell |
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|
2024
Q3 | $4.44M | Sell |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $4.73M | Buy |
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|
2023
Q4 | $4.52M | Sell |
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|
2023
Q3 | $4.51M | Buy |
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|
2023
Q2 | $3.91M | Buy |
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|
2023
Q1 | $3.66M | Buy |
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|
2022
Q4 | $3.49M | Buy |
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|
2022
Q3 | $2.69M | Buy |
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|
2022
Q2 | $2.06M | Buy |
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|
2022
Q1 | $268K | Buy |
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