FM
Family Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
66,208
+62,274
| +1,583% | +$4.38M | 0.7% | 39 |
|
|
2025
Q1 | $288K | Buy |
+3,934
| New | +$288K | 0.05% | 134 |
|
|
2024
Q4 | – | Sell |
-3,979
| Closed | -$262K | – | 210 |
|
|
2024
Q3 | $262K | Sell |
3,979
-65,653
| -94% | -$4.33M | 0.04% | 141 |
|
|
2024
Q2 | $5.03M | Buy |
69,632
+65,818
| +1,726% | +$4.75M | 0.88% | 26 |
|
|
2024
Q1 | $256K | Hold |
3,814
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $251K | Sell |
3,814
-203
| -5% | -$13.4K | 0.05% | 116 |
|
|
2023
Q3 | $259K | Buy |
4,017
+53
| +1% | +$3.41K | 0.06% | 107 |
|
|
2023
Q2 | $239K | Hold |
3,964
| – | – | 0.05% | 127 |
|
|
2023
Q1 | $228K | Hold |
3,964
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $226K | Buy |
+3,964
| New | +$226K | 0.06% | 129 |
|
|
2022
Q3 | – | Sell |
-3,964
| Closed | -$207K | – | 178 |
|
|
2022
Q2 | $207K | Buy |
3,964
+35
| +0.9% | +$1.83K | 0.06% | 139 |
|
|
2022
Q1 | $216K | Buy |
+3,929
| New | +$216K | 0.06% | 147 |
|