Bard Financial Services’s Shell SHEL Stock Holding History

Bard Financial Services’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.66M	Hold	65,100	–	–	0.51%	54
2025 Q2	$4.58M	Sell	65,100 -1,000	-2%	-$67K	0.55%	53
2025 Q1	$4.84M	Buy	66,100 +500	+0.8%	+$33.7K	0.59%	49
2024 Q4	$4.11M	Sell	65,600 -1,675	-2%	-$110K	0.49%	52
2024 Q3	$4.44M	Sell	67,275 -3,375	-5%	-$239K	0.52%	50
2024 Q2	$5.1M	Buy	70,650 +125	+0.2%	+$8.93K	0.53%	49
2024 Q1	$4.73M	Buy	70,525 +1,875	+3%	+$120K	0.5%	52
2023 Q4	$4.52M	Sell	68,650 -1,400	-2%	-$91.9K	0.51%	52
2023 Q3	$4.51M	Buy	70,050 +5,275	+8%	+$328K	0.56%	48
2023 Q2	$3.91M	Buy	64,775 +1,200	+2%	+$72K	0.3%	81
2023 Q1	$3.66M	Buy	63,575 +2,325	+4%	+$137K	0.29%	80
2022 Q4	$3.49M	Buy	61,250 +7,125	+13%	+$393K	0.3%	82
2022 Q3	$2.69M	Buy	54,125 +14,675	+37%	+$756K	0.25%	93
2022 Q2	$2.06M	Buy	39,450 +34,575	+709%	+$1.94M	0.19%	108
2022 Q1	$268K	Buy	+4,875	New	+$259K	0.02%	255

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return