Barry Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
20,458
-102
| -0.5% | -$7.18K | 0.36% | 46 |
|
|
2025
Q1 | $1.51M | Buy |
20,560
+226
| +1% | +$16.6K | 0.4% | 39 |
|
|
2024
Q4 | $1.27M | Sell |
20,334
-215
| -1% | -$13.5K | 0.41% | 39 |
|
|
2024
Q3 | $1.36M | Sell |
20,549
-465
| -2% | -$30.7K | 0.41% | 39 |
|
|
2024
Q2 | $1.52M | Sell |
21,014
-441
| -2% | -$31.8K | 0.51% | 35 |
|
|
2024
Q1 | $1.44M | Sell |
21,455
-25
| -0.1% | -$1.68K | 0.48% | 38 |
|
|
2023
Q4 | $1.41M | Sell |
21,480
-2,419
| -10% | -$159K | 0.48% | 39 |
|
|
2023
Q3 | $1.54M | Sell |
23,899
-159
| -0.7% | -$10.2K | 0.55% | 38 |
|
|
2023
Q2 | $1.45M | Sell |
24,058
-309
| -1% | -$18.7K | 0.49% | 41 |
|
|
2023
Q1 | $1.4M | Sell |
24,367
-1,208
| -5% | -$69.5K | 0.46% | 40 |
|
|
2022
Q4 | $1.46M | Sell |
25,575
-1,631
| -6% | -$92.9K | 0.46% | 40 |
|
|
2022
Q3 | $1.35M | Sell |
27,206
-935
| -3% | -$46.5K | 0.46% | 40 |
|
|
2022
Q2 | $1.47M | Buy |
28,141
+151
| +0.5% | +$7.9K | 0.44% | 41 |
|
|
2022
Q1 | $1.54M | Buy |
+27,990
| New | +$1.54M | 0.41% | 41 |
|