FCMC
Founders Capital Management (Connecticut)’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Hold |
3,496
| – | – | 0.04% | 75 |
|
|
2025
Q1 | $256K | Hold |
3,496
| – | – | 0.05% | 71 |
|
|
2024
Q4 | $219K | Sell |
3,496
-766
| -18% | -$48K | 0.04% | 72 |
|
|
2024
Q3 | $281K | Hold |
4,262
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $308K | Sell |
4,262
-600
| -12% | -$43.3K | 0.06% | 71 |
|
|
2024
Q1 | $326K | Sell |
4,862
-100
| -2% | -$6.7K | 0.06% | 70 |
|
|
2023
Q4 | $327K | Hold |
4,962
| – | – | 0.07% | 68 |
|
|
2023
Q3 | $319K | Buy |
+4,962
| New | +$319K | 0.07% | 64 |
|