GHP 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 | $28.2K | Sell |
400
-65
| -14% | -$4.58K | ﹤0.01% | 582 |
|
|
2025
Q1 | $34.1K | Buy |
465
+65
| +16% | +$4.76K | ﹤0.01% | 539 |
|
|
2024
Q4 | $25.1K | Sell |
400
-163
| -29% | -$10.2K | ﹤0.01% | 571 |
|
|
2024
Q3 | $37.1K | Buy |
563
+163
| +41% | +$10.8K | ﹤0.01% | 542 |
|
|
2024
Q2 | $28.9K | Hold |
400
| – | – | ﹤0.01% | 552 |
|
|
2024
Q1 | $26.8K | Sell |
400
-247
| -38% | -$16.6K | ﹤0.01% | 550 |
|
|
2023
Q4 | $42.6K | Hold |
647
| – | – | ﹤0.01% | 504 |
|
|
2023
Q3 | $43.6K | Buy |
647
+117
| +22% | +$7.89K | ﹤0.01% | 511 |
|
|
2023
Q2 | $33.1K | Buy |
530
+130
| +33% | +$8.12K | ﹤0.01% | 537 |
|
|
2023
Q1 | $23K | Hold |
400
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $22.8K | Hold |
400
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $20K | Hold |
400
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $21K | Hold |
400
| – | – | ﹤0.01% | 574 |
|
|
2022
Q1 | $22K | Buy |
+400
| New | +$22K | ﹤0.01% | 598 |
|