Creative Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.9M | Buy |
353,650
+10,883
| +3% | +$766K | 0.02% | 293 |
|
|
2025
Q1 | $25.1M | Buy |
342,767
+37,040
| +12% | +$2.71M | 0.02% | 274 |
|
|
2024
Q4 | $19.2M | Sell |
305,727
-764
| -0.2% | -$47.9K | 0.02% | 306 |
|
|
2024
Q3 | $20.2M | Buy |
306,491
+13,904
| +5% | +$917K | 0.02% | 281 |
|
|
2024
Q2 | $21.1M | Buy |
292,587
+29,677
| +11% | +$2.14M | 0.02% | 256 |
|
|
2024
Q1 | $17.6M | Buy |
262,910
+18,086
| +7% | +$1.21M | 0.02% | 293 |
|
|
2023
Q4 | $16.1M | Sell |
244,824
-14,590
| -6% | -$960K | 0.03% | 285 |
|
|
2023
Q3 | $16.7M | Buy |
259,414
+75,857
| +41% | +$4.88M | 0.02% | 265 |
|
|
2023
Q2 | $11.1M | Buy |
183,557
+50,614
| +38% | +$3.06M | 0.01% | 328 |
|
|
2023
Q1 | $7.65M | Sell |
132,943
-14,336
| -10% | -$825K | 0.01% | 396 |
|
|
2022
Q4 | $8.39M | Buy |
147,279
+11,267
| +8% | +$642K | 0.01% | 371 |
|
|
2022
Q3 | $6.77M | Buy |
136,012
+20,118
| +17% | +$1M | 0.01% | 380 |
|
|
2022
Q2 | $6.06M | Buy |
115,894
+28,861
| +33% | +$1.51M | 0.01% | 412 |
|
|
2022
Q1 | $4.78M | Buy |
+87,033
| New | +$4.78M | 0.01% | 461 |
|