Crewe 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 | $1.04M | Sell |
14,822
-723
| -5% | -$50.9K | 0.15% | 60 |
|
|
2025
Q1 | $1.14M | Buy |
15,545
+144
| +0.9% | +$10.6K | 0.16% | 54 |
|
|
2024
Q4 | $965K | Hold |
15,401
| – | – | 0.13% | 55 |
|
|
2024
Q3 | $1.02M | Hold |
15,401
| – | – | 0.12% | 56 |
|
|
2024
Q2 | $1.11M | Buy |
15,401
+118
| +0.8% | +$8.52K | 0.12% | 67 |
|
|
2024
Q1 | $1.02M | Buy |
+15,283
| New | +$1.02M | 0.12% | 68 |
|
|
2023
Q4 | – | Sell |
-13,022
| Closed | -$838K | – | 651 |
|
|
2023
Q3 | $838K | Hold |
13,022
| – | – | 0.15% | 37 |
|
|
2023
Q2 | $786K | Sell |
13,022
-400
| -3% | -$24.2K | 0.11% | 59 |
|
|
2023
Q1 | $772K | Hold |
13,422
| – | – | 0.11% | 58 |
|
|
2022
Q4 | $764K | Hold |
13,422
| – | – | 0.12% | 60 |
|
|
2022
Q3 | $668K | Hold |
13,422
| – | – | 0.12% | 60 |
|
|
2022
Q2 | $702K | Buy |
13,422
+7,000
| +109% | +$366K | 0.16% | 43 |
|
|
2022
Q1 | $353K | Buy |
+6,422
| New | +$353K | 0.07% | 72 |
|