Berkeley Capital Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
5,442
-6
| -0.1% | -$422 | 0.1% | 133 |
|
|
2025
Q1 | $399K | Hold |
5,448
| – | – | 0.11% | 124 |
|
|
2024
Q4 | $341K | Sell |
5,448
-596
| -10% | -$37.3K | 0.09% | 144 |
|
|
2024
Q3 | $399K | Hold |
6,044
| – | – | 0.11% | 132 |
|
|
2024
Q2 | $436K | Sell |
6,044
-400
| -6% | -$28.9K | 0.13% | 118 |
|
|
2024
Q1 | $432K | Buy |
6,444
+925
| +17% | +$62K | 0.13% | 123 |
|
|
2023
Q4 | $363K | Sell |
5,519
-38
| -0.7% | -$2.5K | 0.12% | 129 |
|
|
2023
Q3 | $358K | Sell |
5,557
-162
| -3% | -$10.4K | 0.13% | 114 |
|
|
2023
Q2 | $345K | Sell |
5,719
-189
| -3% | -$11.4K | 0.12% | 115 |
|
|
2023
Q1 | $340K | Sell |
5,908
-239
| -4% | -$13.8K | 0.13% | 109 |
|
|
2022
Q4 | $350K | Buy |
6,147
+2
| +0% | +$114 | 0.14% | 110 |
|
|
2022
Q3 | $306K | Buy |
6,145
+1
| +0% | +$50 | 0.13% | 106 |
|
|
2022
Q2 | $321K | Buy |
6,144
+383
| +7% | +$20K | 0.13% | 109 |
|
|
2022
Q1 | $316K | Buy |
+5,761
| New | +$316K | 0.13% | 118 |
|