Columbia 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 | $2.85M | Buy |
40,512
+100
| +0.2% | +$7.04K | 0.56% | 48 |
|
|
2025
Q1 | $2.96M | Sell |
40,412
-1,700
| -4% | -$125K | 0.58% | 45 |
|
|
2024
Q4 | $2.64M | Sell |
42,112
-6,575
| -14% | -$412K | 0.48% | 49 |
|
|
2024
Q3 | $3.21M | Sell |
48,687
-1,595
| -3% | -$105K | 0.56% | 46 |
|
|
2024
Q2 | $3.63M | Buy |
50,282
+2,345
| +5% | +$169K | 0.68% | 43 |
|
|
2024
Q1 | $3.15M | Hold |
47,937
| – | – | 0.64% | 43 |
|
|
2023
Q4 | $3.15M | Buy |
47,937
+340
| +0.7% | +$22.4K | 0.64% | 43 |
|
|
2023
Q3 | $3.06M | Buy |
47,597
+1,000
| +2% | +$64.4K | 0.68% | 41 |
|
|
2023
Q2 | $2.81M | Buy |
46,597
+525
| +1% | +$31.7K | 0.6% | 46 |
|
|
2023
Q1 | $2.65M | Buy |
46,072
+4,663
| +11% | +$268K | 0.6% | 47 |
|
|
2022
Q4 | $2.36M | Sell |
41,409
-765
| -2% | -$43.6K | 0.57% | 47 |
|
|
2022
Q3 | $2.1M | Buy |
42,174
+80
| +0.2% | +$3.98K | 0.55% | 49 |
|
|
2022
Q2 | $2.2M | Buy |
+42,094
| New | +$2.2M | 0.56% | 49 |
|