CCM
Cohen Capital Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.7M | Hold |
24,200
| – | – | 0.28% | 67 |
|
|
2025
Q1 | $1.77M | Hold |
24,200
| – | – | 0.3% | 67 |
|
|
2024
Q4 | $1.52M | Hold |
24,200
| – | – | 0.25% | 73 |
|
|
2024
Q3 | $1.6M | Sell |
24,200
-1,500
| -6% | -$98.9K | 0.26% | 77 |
|
|
2024
Q2 | $1.86M | Hold |
25,700
| – | – | 0.32% | 69 |
|
|
2024
Q1 | $1.72M | Hold |
25,700
| – | – | 0.3% | 71 |
|
|
2023
Q4 | $1.69M | Hold |
25,700
| – | – | 0.32% | 70 |
|
|
2023
Q3 | $1.65M | Hold |
25,700
| – | – | 0.34% | 69 |
|
|
2023
Q2 | $1.55M | Hold |
25,700
| – | – | 0.3% | 71 |
|
|
2023
Q1 | $1.48M | Hold |
25,700
| – | – | 0.3% | 73 |
|
|
2022
Q4 | $1.46M | Hold |
25,700
| – | – | 0.3% | 76 |
|
|
2022
Q3 | $1.28M | Sell |
25,700
-1,300
| -5% | -$64.7K | 0.28% | 81 |
|
|
2022
Q2 | $1.41M | Hold |
27,000
| – | – | 0.29% | 82 |
|
|
2022
Q1 | $1.48M | Buy |
+27,000
| New | +$1.48M | 0.26% | 90 |
|