Glass Jacobson 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 | – | Sell |
-1,486
| Closed | -$93.1K | – | 795 |
|
|
2025
Q1 | $93.1K | Hold |
1,486
| – | – | 0.03% | 305 |
|
|
2024
Q4 | $93.1K | Buy |
1,486
+97
| +7% | +$6.08K | 0.03% | 305 |
|
|
2024
Q3 | $91.6K | Sell |
1,389
-34
| -2% | -$2.24K | 0.03% | 291 |
|
|
2024
Q2 | $103K | Sell |
1,423
-40
| -3% | -$2.89K | 0.04% | 263 |
|
|
2024
Q1 | $98.1K | Buy |
1,463
+36
| +3% | +$2.41K | 0.04% | 275 |
|
|
2023
Q4 | $93.9K | Buy |
1,427
+21
| +1% | +$1.38K | 0.04% | 272 |
|
|
2023
Q3 | $90.5K | Buy |
1,406
+21
| +2% | +$1.35K | 0.04% | 265 |
|
|
2023
Q2 | $83.6K | Buy |
+1,385
| New | +$83.6K | 0.04% | 276 |
|
|
2022
Q4 | $78.8K | Buy |
+1,383
| New | +$78.8K | 0.04% | 286 |
|