Bill Few Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $441K | Buy |
6,262
+59
| +1% | +$4.15K | 0.12% | 116 |
|
|
2025
Q1 | $455K | Buy |
6,203
+10
| +0.2% | +$733 | 0.16% | 103 |
|
|
2024
Q4 | $388K | Buy |
6,193
+330
| +6% | +$20.7K | 0.14% | 115 |
|
|
2024
Q3 | $387K | Buy |
5,863
+117
| +2% | +$7.72K | 0.14% | 118 |
|
|
2024
Q2 | $415K | Hold |
5,746
| – | – | 0.16% | 107 |
|
|
2024
Q1 | $385K | Buy |
5,746
+503
| +10% | +$33.7K | 0.16% | 105 |
|
|
2023
Q4 | $345K | Sell |
5,243
-250
| -5% | -$16.5K | 0.16% | 108 |
|
|
2023
Q3 | $354K | Buy |
5,493
+750
| +16% | +$48.3K | 0.19% | 91 |
|
|
2023
Q2 | $286K | Hold |
4,743
| – | – | 0.15% | 113 |
|
|
2023
Q1 | $273K | Buy |
4,743
+50
| +1% | +$2.88K | 0.15% | 109 |
|
|
2022
Q4 | $267K | Hold |
4,693
| – | – | 0.16% | 103 |
|
|
2022
Q3 | $233K | Buy |
4,693
+100
| +2% | +$4.97K | 0.16% | 102 |
|
|
2022
Q2 | $240K | Buy |
+4,593
| New | +$240K | 0.15% | 103 |
|