Beese Fulmer Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Buy |
19,903
+114
| +0.6% | +$8.03K | 0.1% | 122 |
|
|
2025
Q1 | $1.45M | Buy |
19,789
+34
| +0.2% | +$2.49K | 0.12% | 106 |
|
|
2024
Q4 | $1.24M | Sell |
19,755
-194
| -1% | -$12.2K | 0.11% | 111 |
|
|
2024
Q3 | $1.32M | Hold |
19,949
| – | – | 0.11% | 107 |
|
|
2024
Q2 | $1.44M | Buy |
19,949
+360
| +2% | +$26K | 0.13% | 100 |
|
|
2024
Q1 | $1.31M | Sell |
19,589
-405
| -2% | -$27.2K | 0.12% | 111 |
|
|
2023
Q4 | $1.32M | Hold |
19,994
| – | – | 0.14% | 106 |
|
|
2023
Q3 | $1.29M | Sell |
19,994
-400
| -2% | -$25.8K | 0.15% | 104 |
|
|
2023
Q2 | $1.23M | Buy |
20,394
+339
| +2% | +$20.5K | 0.13% | 109 |
|
|
2023
Q1 | $1.15M | Sell |
20,055
-100
| -0.5% | -$5.75K | 0.13% | 110 |
|
|
2022
Q4 | $1.15M | Sell |
20,155
-351
| -2% | -$20K | 0.14% | 114 |
|
|
2022
Q3 | $1.02M | Buy |
20,506
+2,279
| +13% | +$113K | 0.14% | 113 |
|
|
2022
Q2 | $953K | Sell |
18,227
-500
| -3% | -$26.1K | 0.12% | 117 |
|
|
2022
Q1 | $1.03M | Buy |
+18,727
| New | +$1.03M | 0.11% | 120 |
|