Concurrent 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 | $3.55M | Buy |
50,476
+1,954
| +4% | +$138K | 0.07% | 289 |
|
|
2025
Q1 | $3.56M | Buy |
48,522
+10,606
| +28% | +$777K | 0.09% | 240 |
|
|
2024
Q4 | $2.38M | Buy |
37,916
+8,184
| +28% | +$513K | 0.06% | 287 |
|
|
2024
Q3 | $1.96M | Buy |
29,732
+3,503
| +13% | +$231K | 0.06% | 314 |
|
|
2024
Q2 | $1.89M | Buy |
26,229
+5,432
| +26% | +$392K | 0.06% | 286 |
|
|
2024
Q1 | $1.39M | Buy |
20,797
+1,371
| +7% | +$91.9K | 0.06% | 311 |
|
|
2023
Q4 | $1.28M | Buy |
+19,426
| New | +$1.28M | 0.06% | 291 |
|