Beacon Capital Management LLC (Tennessee)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Buy |
6,891
+60
| +0.9% | +$4.23K | 0.07% | 67 |
|
|
2025
Q1 | $501K | Sell |
6,831
-45
| -0.7% | -$3.3K | 0.07% | 60 |
|
|
2024
Q4 | $431K | Buy |
6,876
+61
| +0.9% | +$3.82K | 0.06% | 72 |
|
|
2024
Q3 | $449K | Buy |
6,815
+660
| +11% | +$43.5K | 0.06% | 63 |
|
|
2024
Q2 | $444K | Hold |
6,155
| – | – | 0.08% | 54 |
|
|
2024
Q1 | $413K | Buy |
6,155
+44
| +0.7% | +$2.95K | 0.08% | 57 |
|
|
2023
Q4 | $393K | Sell |
6,111
-44
| -0.7% | -$2.83K | 0.11% | 48 |
|
|
2023
Q3 | $372K | Hold |
6,155
| – | – | 0.1% | 53 |
|
|
2023
Q2 | $372K | Hold |
6,155
| – | – | 0.1% | 53 |
|
|
2023
Q1 | $354K | Hold |
6,155
| – | – | 0.1% | 55 |
|
|
2022
Q4 | $351K | Sell |
6,155
-229
| -4% | -$13K | 0.12% | 56 |
|
|
2022
Q3 | $334K | Sell |
6,384
-278
| -4% | -$14.5K | 0.11% | 59 |
|
|
2022
Q2 | $366K | Hold |
6,662
| – | – | 0.09% | 60 |
|
|
2022
Q1 | $366K | Buy |
+6,662
| New | +$366K | 0.09% | 61 |
|