COWA LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
15,523
-2,833
| -15% | -$199K | 0.42% | 44 |
|
|
2025
Q1 | $1.35M | Buy |
18,356
+28
| +0.2% | +$2.05K | 0.57% | 39 |
|
|
2024
Q4 | $1.15M | Sell |
18,328
-1,369
| -7% | -$85.8K | 0.53% | 42 |
|
|
2024
Q3 | $1.3M | Buy |
19,697
+75
| +0.4% | +$4.95K | 0.62% | 38 |
|
|
2024
Q2 | $1.42M | Sell |
19,622
-6,093
| -24% | -$440K | 0.76% | 33 |
|
|
2024
Q1 | $1.72M | Sell |
25,715
-927
| -3% | -$62.1K | 1.02% | 26 |
|
|
2023
Q4 | $1.75M | Buy |
26,642
+43
| +0.2% | +$2.83K | 1.09% | 23 |
|
|
2023
Q3 | $1.71M | Sell |
26,599
-274
| -1% | -$17.6K | 1.16% | 23 |
|
|
2023
Q2 | $1.62M | Sell |
26,873
-61,251
| -70% | -$3.7M | 1.07% | 24 |
|
|
2023
Q1 | $1.58M | Buy |
88,124
+60,034
| +214% | +$1.08M | 1.29% | 22 |
|
|
2022
Q4 | $1.6M | Buy |
28,090
+1,874
| +7% | +$107K | 0.99% | 25 |
|
|
2022
Q3 | $1.31M | Buy |
26,216
+1,575
| +6% | +$78.4K | 0.86% | 28 |
|
|
2022
Q2 | $1.29M | Buy |
24,641
+8,531
| +53% | +$446K | 0.74% | 31 |
|
|
2022
Q1 | $885K | Buy |
+16,110
| New | +$885K | 0.44% | 48 |
|