First Wilshire Securities 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 | $676K | Buy |
9,600
+119
| +1% | +$8.38K | 0.18% | 51 |
|
|
2025
Q1 | $695K | Sell |
9,481
-37
| -0.4% | -$2.71K | 0.2% | 44 |
|
|
2024
Q4 | $596K | Buy |
9,518
+153
| +2% | +$9.58K | 0.16% | 49 |
|
|
2024
Q3 | $618K | Hold |
9,365
| – | – | 0.17% | 49 |
|
|
2024
Q2 | $676K | Hold |
9,365
| – | – | 0.21% | 47 |
|
|
2024
Q1 | $628K | Buy |
9,365
+191
| +2% | +$12.8K | 0.18% | 49 |
|
|
2023
Q4 | $604K | Hold |
9,174
| – | – | 0.2% | 50 |
|
|
2023
Q3 | $591K | Hold |
9,174
| – | – | 0.2% | 49 |
|
|
2023
Q2 | $554K | Hold |
9,174
| – | – | 0.19% | 50 |
|
|
2023
Q1 | $528K | Hold |
9,174
| – | – | 0.18% | 52 |
|
|
2022
Q4 | $522K | Hold |
9,174
| – | – | 0.18% | 49 |
|
|
2022
Q3 | $456K | Sell |
9,174
-3,000
| -25% | -$149K | 0.18% | 48 |
|
|
2022
Q2 | $637K | Hold |
12,174
| – | – | 0.24% | 40 |
|
|
2022
Q1 | $669K | Buy |
+12,174
| New | +$669K | 0.24% | 36 |
|