Berkshire 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 | $238K | Buy |
3,383
+44
| +1% | +$3.1K | 0.01% | 255 |
|
|
2025
Q1 | $217K | Sell |
3,339
-625
| -16% | -$40.7K | 0.01% | 266 |
|
|
2024
Q4 | $259K | Sell |
3,964
-2,214
| -36% | -$145K | 0.01% | 251 |
|
|
2024
Q3 | $446K | Hold |
6,178
| – | – | 0.02% | 196 |
|
|
2024
Q2 | $446K | Buy |
6,178
+450
| +8% | +$32.5K | 0.02% | 197 |
|
|
2024
Q1 | $384K | Sell |
5,728
-421
| -7% | -$28.2K | 0.02% | 184 |
|
|
2023
Q4 | $405K | Sell |
6,149
-76
| -1% | -$5K | 0.02% | 171 |
|
|
2023
Q3 | $401K | Sell |
6,225
-893
| -13% | -$57.5K | 0.03% | 163 |
|
|
2023
Q2 | $430K | Sell |
7,118
-60
| -0.8% | -$3.62K | 0.03% | 157 |
|
|
2023
Q1 | $413K | Buy |
+7,178
| New | +$413K | 0.03% | 154 |
|
|
2022
Q4 | – | Sell |
-7,328
| Closed | -$365K | – | 201 |
|
|
2022
Q3 | $365K | Sell |
7,328
-25
| -0.3% | -$1.25K | 0.03% | 154 |
|
|
2022
Q2 | $384K | Sell |
7,353
-50
| -0.7% | -$2.61K | 0.03% | 162 |
|
|
2022
Q1 | $407K | Buy |
+7,403
| New | +$407K | 0.03% | 149 |
|