Barrett & Company’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67K | Hold |
951
| – | – | 0.03% | 257 |
|
|
2025
Q1 | $69.7K | Sell |
951
-75
| -7% | -$5.5K | 0.03% | 229 |
|
|
2024
Q4 | $64.3K | Hold |
1,026
| – | – | 0.03% | 241 |
|
|
2024
Q3 | $67.7K | Hold |
1,026
| – | – | 0.03% | 231 |
|
|
2024
Q2 | $74.1K | Hold |
1,026
| – | – | 0.03% | 226 |
|
|
2024
Q1 | $68.8K | Hold |
1,026
| – | – | 0.03% | 240 |
|
|
2023
Q4 | $67.5K | Hold |
1,026
| – | – | 0.04% | 225 |
|
|
2023
Q3 | $66.1K | Sell |
1,026
-115
| -10% | -$7.4K | 0.04% | 222 |
|
|
2023
Q2 | $68.9K | Hold |
1,141
| – | – | 0.04% | 224 |
|
|
2023
Q1 | $65.7K | Buy |
1,141
+100
| +10% | +$5.75K | 0.04% | 221 |
|
|
2022
Q4 | $59.3K | Hold |
1,041
| – | – | 0.04% | 218 |
|
|
2022
Q3 | $59.3K | Buy |
+1,041
| New | +$59.3K | 0.04% | 218 |
|