Brown, Lisle/Cummings’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1K | Hold |
356
| – | – | 0.01% | 402 |
|
|
2025
Q1 | $26.1K | Buy |
356
+181
| +103% | +$13.3K | 0.01% | 385 |
|
|
2024
Q4 | $11K | Hold |
175
| – | – | ﹤0.01% | 477 |
|
|
2024
Q3 | $11.5K | Buy |
+175
| New | +$11.5K | ﹤0.01% | 455 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$4.32K | – | 558 |
|
|
2023
Q1 | $4.32K | Hold |
75
| – | – | ﹤0.01% | 462 |
|
|
2022
Q4 | $4.27K | Sell |
75
-533
| -88% | -$30.4K | ﹤0.01% | 448 |
|
|
2022
Q3 | $30.3K | Hold |
608
| – | – | 0.02% | 290 |
|
|
2022
Q2 | $31.8K | Hold |
608
| – | – | 0.02% | 290 |
|
|
2022
Q1 | $33.4K | Buy |
+608
| New | +$33.4K | 0.02% | 299 |
|