Carret Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $299K | Hold |
|
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|
2024
Q2 | $327K | Hold |
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|
2024
Q1 | $304K | Hold |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $249K | Buy |
|