Excalibur Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Sell
22,277
-79
-0.4% -$5.56K 0.59% 46
2025
Q1
$1.64M Sell
22,356
-19
-0.1% -$1.39K 0.64% 42
2024
Q4
$1.4M Sell
22,375
-33
-0.1% -$2.07K 0.56% 52
2024
Q3
$1.48M Sell
22,408
-234
-1% -$15.4K 0.56% 46
2024
Q2
$1.63M Buy
22,642
+786
+4% +$56.7K 0.67% 38
2024
Q1
$1.47M Buy
21,856
+938
+4% +$62.9K 0.62% 42
2023
Q4
$1.38M Buy
20,918
+137
+0.7% +$9.02K 0.65% 38
2023
Q3
$1.34M Buy
20,781
+42
+0.2% +$2.7K 0.7% 35
2023
Q2
$1.25M Sell
20,739
-22
-0.1% -$1.33K 0.64% 41
2023
Q1
$1.19M Buy
20,761
+85
+0.4% +$4.89K 0.62% 44
2022
Q4
$1.18M Buy
20,676
+8
+0% +$456 0.62% 44
2022
Q3
$1.03M Buy
20,668
+848
+4% +$42.2K 0.58% 46
2022
Q2
$1.04M Sell
19,820
-2,697
-12% -$141K 0.54% 48
2022
Q1
$1.24M Buy
+22,517
New +$1.24M 0.54% 53