Forum Financial Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Sell |
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|
2025
Q2 | $2.41M | Sell |
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|
2025
Q1 | $3M | Hold |
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|
2024
Q4 | $2.56M | Buy |
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|
2024
Q3 | $2.1M | Buy |
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|
2024
Q2 | $2.28M | Sell |
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|
2024
Q1 | $2.18M | Buy |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.59M | Sell |
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|
2023
Q1 | $1.56M | Sell |
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|
2022
Q4 | $1.78M | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.63M | Sell |
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|
2022
Q1 | $2.32M | Buy |
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