Caldwell Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
27,841
+855
|
|
||||
|
2025
Q1 | $1.98M | Buy |
26,986
+3,713
|
|
||||
|
2024
Q4 | $1.46M | Buy |
23,273
+2,988
|
|
||||
|
2024
Q3 | $1.34M | Buy |
20,285
+2,837
|
|
||||
|
2024
Q2 | $1.26M | Buy |
17,448
+2,659
|
|
||||
|
2024
Q1 | $991K | Buy |
14,789
+5,201
|
|
||||
|
2023
Q4 | $631K | Buy |
9,588
+5,606
|
|
||||
|
2023
Q3 | $256K | Hold |
3,982
|
|
||||
|
2023
Q2 | $240K | Sell |
3,982
-1,964
|
|
||||
|
2023
Q1 | $342K | Buy |
5,946
+173
|
|
||||
|
2022
Q4 | $329K | Buy |
5,773
+3,155
|
|
||||
|
2022
Q3 | $130K | Buy |
2,618
+845
|
|
||||
|
2022
Q2 | $92.7K | Buy |
1,773
+536
|
|
||||
|
2022
Q1 | $67.9K | Buy |
+1,237
|
|