Gallagher Fiduciary 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 | $856K | Sell |
12,164
-869
| -7% | -$61.2K | 0.03% | 94 |
|
|
2025
Q1 | $955K | Sell |
13,033
-276
| -2% | -$20.2K | 0.03% | 89 |
|
|
2024
Q4 | $834K | Buy |
13,309
+3,636
| +38% | +$228K | 0.16% | 72 |
|
|
2024
Q3 | $638K | Sell |
9,673
-1,013
| -9% | -$66.8K | 0.13% | 92 |
|
|
2024
Q2 | $771K | Sell |
10,686
-428
| -4% | -$30.9K | 0.17% | 66 |
|
|
2024
Q1 | $745K | Sell |
11,114
-1,998
| -15% | -$134K | 0.03% | 78 |
|
|
2023
Q4 | $863K | Sell |
13,112
-883
| -6% | -$58.1K | 0.03% | 60 |
|
|
2023
Q3 | $901K | Sell |
13,995
-759
| -5% | -$48.9K | 0.08% | 51 |
|
|
2023
Q2 | $891K | Sell |
14,754
-1,043
| -7% | -$63K | 0.07% | 67 |
|
|
2023
Q1 | $909K | Buy |
+15,797
| New | +$909K | 0.08% | 71 |
|