CVA Family Office’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $27.6K | Buy |
392
+30
| +8% | +$2.11K | ﹤0.01% | 634 |
|
2025
Q1 | $26.5K | Hold |
362
| – | – | ﹤0.01% | 638 |
|
2024
Q4 | $22.7K | Sell |
362
-15
| -4% | -$940 | ﹤0.01% | 653 |
|
2024
Q3 | $24.9K | Sell |
377
-656
| -64% | -$43.3K | ﹤0.01% | 620 |
|
2024
Q2 | $74.6K | Hold |
1,033
| – | – | 0.01% | 417 |
|
2024
Q1 | $69.3K | Sell |
1,033
-51
| -5% | -$3.42K | 0.01% | 425 |
|
2023
Q4 | $71.3K | Buy |
+1,084
| New | +$71.3K | 0.01% | 398 |
|
2023
Q3 | – | Sell |
-977
| Closed | -$59K | – | 817 |
|
2023
Q2 | $59K | Buy |
977
+322
| +49% | +$19.4K | 0.01% | 410 |
|
2023
Q1 | $37.7K | Sell |
655
-247
| -27% | -$14.2K | 0.01% | 488 |
|
2022
Q4 | $51.4K | Buy |
902
+247
| +38% | +$14.1K | 0.01% | 410 |
|
2022
Q3 | $33K | Hold |
655
| – | – | 0.01% | 451 |
|
2022
Q2 | $34K | Hold |
655
| – | – | 0.01% | 442 |
|
2022
Q1 | $36K | Buy |
+655
| New | +$36K | 0.01% | 462 |
|