Beaumont Financial 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
$377K Buy
5,348
+41
+0.8% +$2.89K 0.03% 264
2025
Q1
$389K Buy
5,307
+21
+0.4% +$1.54K 0.03% 258
2024
Q4
$331K Buy
5,286
+38
+0.7% +$2.38K 0.02% 278
2024
Q3
$346K Buy
+5,248
New +$346K 0.03% 254