Bryn Mawr Capital 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 | $589K | Buy |
8,367
+2,467
| +42% | +$174K | 0.03% | 247 |
|
2025
Q1 | $432K | Hold |
5,900
| – | – | 0.03% | 272 |
|
2024
Q4 | $370K | Buy |
5,900
+200
| +4% | +$12.5K | 0.02% | 319 |
|
2024
Q3 | $376K | Hold |
5,700
| – | – | 0.02% | 322 |
|
2024
Q2 | $406K | Hold |
5,700
| – | – | 0.02% | 303 |
|
2024
Q1 | $382K | Hold |
5,700
| – | – | 0.02% | 315 |
|
2023
Q4 | $375K | Sell |
5,700
-2,400
| -30% | -$158K | 0.02% | 307 |
|
2023
Q3 | $521K | Buy |
+8,100
| New | +$521K | 0.03% | 271 |
|