Carret Asset 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 | $319K | Hold |
4,536
| – | – | 0.03% | 232 |
|
|
2025
Q1 | $332K | Hold |
4,536
| – | – | 0.04% | 224 |
|
|
2024
Q4 | $284K | Hold |
4,536
| – | – | 0.03% | 236 |
|
|
2024
Q3 | $299K | Hold |
4,536
| – | – | 0.03% | 229 |
|
|
2024
Q2 | $327K | Hold |
4,536
| – | – | 0.04% | 214 |
|
|
2024
Q1 | $304K | Hold |
4,536
| – | – | 0.04% | 221 |
|
|
2023
Q4 | $298K | Hold |
4,536
| – | – | 0.04% | 222 |
|
|
2023
Q3 | $292K | Hold |
4,536
| – | – | 0.04% | 220 |
|
|
2023
Q2 | $274K | Hold |
4,536
| – | – | 0.04% | 223 |
|
|
2023
Q1 | $261K | Hold |
4,536
| – | – | 0.04% | 227 |
|
|
2022
Q4 | $258K | Hold |
4,536
| – | – | 0.04% | 236 |
|
|
2022
Q3 | $226K | Hold |
4,536
| – | – | 0.03% | 244 |
|
|
2022
Q2 | $237K | Hold |
4,536
| – | – | 0.03% | 253 |
|
|
2022
Q1 | $249K | Buy |
+4,536
| New | +$249K | 0.03% | 261 |
|