Bradley Foster & Sargent’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
11,300
+1,109
| +11% | +$78.1K | 0.01% | 316 |
|
|
2025
Q1 | $747K | Sell |
10,191
-5,513
| -35% | -$404K | 0.01% | 299 |
|
|
2024
Q4 | $984K | Buy |
15,704
+5,408
| +53% | +$339K | 0.02% | 279 |
|
|
2024
Q3 | $679K | Sell |
10,296
-83
| -0.8% | -$5.47K | 0.01% | 329 |
|
|
2024
Q2 | $749K | Buy |
10,379
+337
| +3% | +$24.3K | 0.01% | 305 |
|
|
2024
Q1 | $673K | Sell |
10,042
-788
| -7% | -$52.8K | 0.01% | 316 |
|
|
2023
Q4 | $713K | Sell |
10,830
-299
| -3% | -$19.7K | 0.01% | 312 |
|
|
2023
Q3 | $672K | Hold |
11,129
| – | – | 0.01% | 308 |
|
|
2023
Q2 | $672K | Hold |
11,129
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $640K | Hold |
11,129
| – | – | 0.02% | 297 |
|
|
2022
Q4 | $634K | Hold |
11,129
| – | – | 0.02% | 296 |
|
|
2022
Q3 | $554K | Buy |
11,129
+526
| +5% | +$26.2K | 0.02% | 295 |
|
|
2022
Q2 | $554K | Hold |
10,603
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $582K | Buy |
+10,603
| New | +$582K | 0.01% | 329 |
|