Coppell Advisory Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.67M | Sell |
23,539
-3,539
| -13% | -$251K | 0.2% | 113 |
|
2025
Q1 | $1.77M | Sell |
27,078
-12,689
| -32% | -$831K | 0.25% | 97 |
|
2024
Q4 | $2.46M | Buy |
39,767
+6,212
| +19% | +$384K | 0.34% | 59 |
|
2024
Q3 | $2.22M | Buy |
33,555
+2,446
| +8% | +$162K | 0.33% | 68 |
|
2024
Q2 | $2.25M | Buy |
+31,109
| New | +$2.25M | 0.37% | 60 |
|
2023
Q4 | $1.8M | Buy |
27,359
+7,153
| +35% | +$471K | 0.36% | 68 |
|
2023
Q3 | $1.15M | Sell |
20,206
-4,262
| -17% | -$243K | 0.4% | 61 |
|
2023
Q2 | $1.46M | Buy |
24,468
+3,273
| +15% | +$196K | 0.41% | 59 |
|
2023
Q1 | $1.22M | Buy |
21,195
+989
| +5% | +$56.9K | 0.4% | 67 |
|
2022
Q4 | $1.15M | Buy |
+20,206
| New | +$1.15M | 0.39% | 65 |
|