Foundations Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Buy |
5,940
+1,891
| +47% | +$133K | 0.01% | 637 |
|
|
2025
Q1 | $297K | Buy |
4,049
+61
| +2% | +$4.47K | 0.01% | 714 |
|
|
2024
Q4 | $250K | Sell |
3,988
-154
| -4% | -$9.65K | ﹤0.01% | 710 |
|
|
2024
Q3 | $273K | Buy |
4,142
+641
| +18% | +$42.3K | 0.01% | 665 |
|
|
2024
Q2 | $253K | Sell |
3,501
-182
| -5% | -$13.1K | 0.01% | 646 |
|
|
2024
Q1 | $247K | Buy |
3,683
+224
| +6% | +$15K | 0.01% | 626 |
|
|
2023
Q4 | $222K | Sell |
3,459
-1,461
| -30% | -$93.6K | 0.01% | 624 |
|
|
2023
Q3 | $317K | Buy |
4,920
+1,034
| +27% | +$66.6K | 0.01% | 499 |
|
|
2023
Q2 | $235K | Buy |
3,886
+296
| +8% | +$17.9K | 0.01% | 518 |
|
|
2023
Q1 | $207K | Sell |
3,590
-463
| -11% | -$26.6K | 0.01% | 477 |
|
|
2022
Q4 | $231K | Buy |
+4,053
| New | +$231K | 0.01% | 387 |
|