Cascade Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $211K | Hold |
3,000
| – | – | 0.14% | 109 |
|
|
2025
Q1 | $220K | Buy |
+3,000
| New | +$220K | 0.15% | 109 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$217K | – | 117 |
|
|
2024
Q2 | $217K | Hold |
3,000
| – | – | 0.15% | 109 |
|
|
2024
Q1 | $201K | Buy |
+3,000
| New | +$201K | 0.13% | 115 |
|
|
2023
Q2 | – | Sell |
-3,000
| Closed | -$173K | – | 202 |
|
|
2023
Q1 | $173K | Buy |
+3,000
| New | +$173K | 0.14% | 107 |
|
|
2022
Q3 | – | Sell |
-3,400
| Closed | -$178K | – | 195 |
|
|
2022
Q2 | $178K | Sell |
3,400
-100
| -3% | -$5.23K | 0.14% | 112 |
|
|
2022
Q1 | $192K | Buy |
+3,500
| New | +$192K | 0.12% | 118 |
|