Beaton Management 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 | $454K | Hold |
6,450
| – | – | 0.22% | 95 |
|
|
2025
Q1 | $473K | Hold |
6,450
| – | – | 0.25% | 88 |
|
|
2024
Q4 | $404K | Hold |
6,450
| – | – | 0.2% | 100 |
|
|
2024
Q3 | $425K | Hold |
6,450
| – | – | 0.22% | 99 |
|
|
2024
Q2 | $464K | Hold |
6,450
| – | – | 0.25% | 89 |
|
|
2024
Q1 | $432K | Hold |
6,450
| – | – | 0.24% | 95 |
|
|
2023
Q4 | $424K | Hold |
6,450
| – | – | 0.25% | 91 |
|
|
2023
Q3 | $415K | Hold |
6,450
| – | – | 0.27% | 85 |
|
|
2023
Q2 | $389K | Hold |
6,450
| – | – | 0.25% | 89 |
|
|
2023
Q1 | $371K | Hold |
6,450
| – | – | 0.25% | 91 |
|
|
2022
Q4 | $367K | Hold |
6,450
| – | – | 0.25% | 93 |
|
|
2022
Q3 | $321K | Hold |
6,450
| – | – | 0.24% | 96 |
|
|
2022
Q2 | $337K | Sell |
6,450
-163
| -2% | -$8.52K | 0.24% | 95 |
|
|
2022
Q1 | $363K | Buy |
+6,613
| New | +$363K | 0.22% | 98 |
|