BWAM
Boyd Watterson Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $606K | Hold |
8,605
| – | – | 0.19% | 88 |
|
|
2025
Q1 | $631K | Hold |
8,605
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $539K | Hold |
8,605
| – | – | 0.15% | 95 |
|
|
2024
Q3 | $568K | Sell |
8,605
-8
| -0.1% | -$528 | 0.16% | 88 |
|
|
2024
Q2 | $622K | Hold |
8,613
| – | – | 0.18% | 80 |
|
|
2024
Q1 | $577K | Hold |
8,613
| – | – | 0.21% | 79 |
|
|
2023
Q4 | $567K | Hold |
8,613
| – | – | 0.22% | 79 |
|
|
2023
Q3 | $555K | Hold |
8,613
| – | – | 0.24% | 76 |
|
|
2023
Q2 | $520K | Hold |
8,613
| – | – | 0.21% | 89 |
|
|
2023
Q1 | $496K | Hold |
8,613
| – | – | 0.2% | 92 |
|
|
2022
Q4 | $491K | Hold |
8,613
| – | – | 0.2% | 95 |
|
|
2022
Q3 | $429K | Hold |
8,613
| – | – | 0.19% | 96 |
|
|
2022
Q2 | $450K | Hold |
8,613
| – | – | 0.19% | 100 |
|
|
2022
Q1 | $473K | Buy |
+8,613
| New | +$473K | 0.17% | 104 |
|