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 |
|