Global Retirement Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Buy |
+9,659
| New | +$680K | 0.02% | 616 |
|
|
2024
Q4 | $446K | Sell |
7,125
-383
| -5% | -$24K | 0.01% | 672 |
|
|
2024
Q3 | $495K | Sell |
7,508
-2,436
| -24% | -$161K | 0.02% | 632 |
|
|
2024
Q2 | $718K | Buy |
9,944
+5,008
| +101% | +$361K | 0.02% | 510 |
|
|
2024
Q1 | $331K | Buy |
4,936
+1,404
| +40% | +$94.1K | 0.01% | 627 |
|
|
2023
Q4 | $218K | Sell |
3,532
-818
| -19% | -$50.5K | 0.01% | 728 |
|
|
2023
Q3 | $270K | Buy |
4,350
+71
| +2% | +$4.41K | 0.01% | 576 |
|
|
2023
Q2 | $258K | Sell |
4,279
-1
| -0% | -$60 | 0.01% | 607 |
|
|
2023
Q1 | $250K | Buy |
4,280
+897
| +27% | +$52.5K | 0.01% | 590 |
|
|
2022
Q4 | $193K | Sell |
3,383
-505
| -13% | -$28.8K | 0.01% | 601 |
|
|
2022
Q3 | $216K | Sell |
3,888
-35
| -0.9% | -$1.94K | 0.02% | 546 |
|
|
2022
Q2 | $205K | Buy |
3,923
+70
| +2% | +$3.66K | 0.02% | 547 |
|
|
2022
Q1 | $231K | Buy |
+3,853
| New | +$231K | 0.02% | 521 |
|