Frank Rimerman 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
$1.16M Buy
16,433
+12,111
+280% +$853K 0.08% 189
2025
Q1
$317K Sell
4,322
-924
-18% -$67.7K 0.03% 397
2024
Q4
$329K Sell
5,246
-32,732
-86% -$2.05M 0.02% 388
2024
Q3
$2.5M Sell
37,978
-7,140
-16% -$471K 0.18% 98
2024
Q2
$3.26M Buy
+45,118
New +$3.26M 0.23% 71