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