Brighton Jones LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
10,039
+3,422
| +52% | +$241K | 0.02% | 418 |
|
|
2025
Q1 | $485K | Sell |
6,617
-846
| -11% | -$62K | 0.02% | 395 |
|
|
2024
Q4 | $468K | Buy |
7,463
+2,545
| +52% | +$159K | 0.01% | 414 |
|
|
2024
Q3 | $324K | Sell |
4,918
-2,115
| -30% | -$139K | 0.01% | 407 |
|
|
2024
Q2 | $508K | Buy |
7,033
+215
| +3% | +$15.5K | 0.02% | 345 |
|
|
2024
Q1 | $457K | Buy |
6,818
+1,946
| +40% | +$130K | 0.02% | 366 |
|
|
2023
Q4 | $321K | Buy |
4,872
+670
| +16% | +$44.1K | 0.01% | 428 |
|
|
2023
Q3 | $271K | Buy |
4,202
+315
| +8% | +$20.3K | 0.01% | 424 |
|
|
2023
Q2 | $235K | Buy |
3,887
+186
| +5% | +$11.2K | 0.01% | 464 |
|
|
2023
Q1 | $213K | Sell |
3,701
-1,016
| -22% | -$58.5K | 0.01% | 459 |
|
|
2022
Q4 | $269K | Buy |
4,717
+467
| +11% | +$26.6K | 0.02% | 361 |
|
|
2022
Q3 | $211K | Buy |
+4,250
| New | +$211K | 0.01% | 407 |
|