Belpointe Asset 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 | $229K | Sell |
3,251
-210
| -6% | -$14.8K | 0.01% | 835 |
|
|
2025
Q1 | $254K | Buy |
3,461
+500
| +17% | +$36.6K | 0.01% | 777 |
|
|
2024
Q4 | $212K | Sell |
2,961
-163
| -5% | -$11.7K | 0.01% | 789 |
|
|
2024
Q3 | $206K | Buy |
+3,124
| New | +$206K | 0.01% | 799 |
|
|
2023
Q2 | – | Sell |
-7,754
| Closed | -$446K | – | 2890 |
|
|
2023
Q1 | $446K | Buy |
7,754
+686
| +10% | +$39.5K | 0.02% | 603 |
|
|
2022
Q4 | $403K | Buy |
7,068
+3,196
| +83% | +$182K | 0.02% | 627 |
|
|
2022
Q3 | $193K | Sell |
3,872
-36
| -0.9% | -$1.79K | 0.01% | 855 |
|
|
2022
Q2 | $204K | Buy |
3,908
+934
| +31% | +$48.8K | 0.01% | 817 |
|
|
2022
Q1 | $164K | Buy |
+2,974
| New | +$164K | 0.01% | 989 |
|