Ethic Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Buy |
9,685
+2,445
| +34% | +$174K | 0.01% | 726 |
|
|
2025
Q1 | $529K | Buy |
7,240
+1,093
| +18% | +$79.8K | 0.01% | 768 |
|
|
2024
Q4 | $385K | Sell |
6,147
-415
| -6% | -$26K | 0.01% | 873 |
|
|
2024
Q3 | $440K | Buy |
6,562
+53
| +0.8% | +$3.55K | 0.01% | 790 |
|
|
2024
Q2 | $470K | Sell |
6,509
-53
| -0.8% | -$3.83K | 0.01% | 780 |
|
|
2024
Q1 | $440K | Buy |
6,562
+704
| +12% | +$47.2K | 0.01% | 789 |
|
|
2023
Q4 | $385K | Buy |
5,858
+761
| +15% | +$50.1K | 0.01% | 818 |
|
|
2023
Q3 | $328K | Buy |
5,097
+840
| +20% | +$54.1K | 0.01% | 776 |
|
|
2023
Q2 | $257K | Buy |
4,257
+136
| +3% | +$8.21K | 0.01% | 837 |
|
|
2023
Q1 | $237K | Buy |
+4,121
| New | +$237K | 0.01% | 851 |
|