Baron Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Sell |
4,795
-1,360
| -22% | -$95.8K | 0.12% | 128 |
|
|
2025
Q1 | $451K | Sell |
6,155
-2,055
| -25% | -$151K | 0.2% | 83 |
|
|
2024
Q4 | $514K | Hold |
8,210
| – | – | 0.24% | 63 |
|
|
2024
Q3 | $541K | Buy |
8,210
+64
| +0.8% | +$4.22K | 0.26% | 60 |
|
|
2024
Q2 | $588K | Buy |
8,146
+1,603
| +24% | +$116K | 0.3% | 46 |
|
|
2024
Q1 | $439K | Hold |
6,543
| – | – | 0.23% | 67 |
|
|
2023
Q4 | $431K | Buy |
6,543
+308
| +5% | +$20.3K | 0.24% | 64 |
|
|
2023
Q3 | $401K | Buy |
6,235
+694
| +13% | +$44.7K | 0.26% | 59 |
|
|
2023
Q2 | $335K | Buy |
5,541
+106
| +2% | +$6.4K | 0.21% | 82 |
|
|
2023
Q1 | $313K | Buy |
5,435
+99
| +2% | +$5.7K | 0.22% | 77 |
|
|
2022
Q4 | $304K | Buy |
+5,336
| New | +$304K | 0.23% | 75 |
|