Bridges Investment 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
$395K Hold
5,613
0.01% 316
2025
Q1
$411K Buy
5,613
+95
+2% +$6.96K 0.01% 299
2024
Q4
$346K Hold
5,518
﹤0.01% 328
2024
Q3
$364K Hold
5,518
0.01% 321
2024
Q2
$398K Buy
5,518
+282
+5% +$20.4K 0.01% 296
2024
Q1
$351K Hold
5,236
0.01% 174
2023
Q4
$345K Hold
5,236
0.01% 177
2023
Q3
$337K Hold
5,236
0.01% 178
2023
Q2
$316K Hold
5,236
0.01% 184
2023
Q1
$301K Sell
5,236
-600
-10% -$34.5K 0.01% 189
2022
Q4
$332K Sell
5,836
-400
-6% -$22.8K 0.01% 189
2022
Q3
$310K Sell
6,236
-400
-6% -$19.9K 0.01% 192
2022
Q2
$347K Hold
6,636
0.01% 187
2022
Q1
$365K Buy
+6,636
New +$365K 0.01% 193