Forum Financial 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 | $2.41M | Sell |
34,261
-6,655
| -16% | -$469K | 0.04% | 106 |
|
|
2025
Q1 | $3M | Hold |
40,916
| – | – | 0.05% | 81 |
|
|
2024
Q4 | $2.56M | Buy |
40,916
+9,028
| +28% | +$566K | 0.04% | 92 |
|
|
2024
Q3 | $2.1M | Buy |
31,888
+305
| +1% | +$20.1K | 0.04% | 100 |
|
|
2024
Q2 | $2.28M | Sell |
31,583
-875
| -3% | -$63.2K | 0.04% | 84 |
|
|
2024
Q1 | $2.18M | Buy |
32,458
+1,939
| +6% | +$130K | 0.04% | 101 |
|
|
2023
Q4 | $2.01M | Buy |
30,519
+4,181
| +16% | +$275K | 0.04% | 90 |
|
|
2023
Q3 | $1.7M | Buy |
26,338
+7
| +0% | +$451 | 0.04% | 100 |
|
|
2023
Q2 | $1.59M | Sell |
26,331
-860
| -3% | -$51.9K | 0.04% | 105 |
|
|
2023
Q1 | $1.56M | Sell |
27,191
-4,008
| -13% | -$231K | 0.05% | 96 |
|
|
2022
Q4 | $1.78M | Sell |
31,199
-9
| -0% | -$513 | 0.06% | 80 |
|
|
2022
Q3 | $1.55M | Buy |
31,208
+5
| +0% | +$249 | 0.07% | 75 |
|
|
2022
Q2 | $1.63M | Sell |
31,203
-11,071
| -26% | -$579K | 0.08% | 78 |
|
|
2022
Q1 | $2.32M | Buy |
+42,274
| New | +$2.32M | 0.11% | 52 |
|