Concorde 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
Q1 | $308K | Hold |
4,823
| – | – | 0.17% | 107 |
|
|
2024
Q4 | $302K | Sell |
4,823
-11
| -0.2% | -$689 | 0.16% | 120 |
|
|
2024
Q3 | $319K | Sell |
4,834
-5
| -0.1% | -$330 | 0.18% | 106 |
|
|
2024
Q2 | $349K | Buy |
4,839
+11
| +0.2% | +$794 | 0.22% | 87 |
|
|
2024
Q1 | $324K | Sell |
4,828
-11
| -0.2% | -$737 | 0.22% | 84 |
|
|
2023
Q4 | $318K | Sell |
4,839
-63
| -1% | -$4.15K | 0.22% | 97 |
|
|
2023
Q3 | $316K | Buy |
+4,902
| New | +$316K | 0.28% | 82 |
|