Gradient Investments’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
11,443
+1,833
| +19% | +$129K | 0.01% | 239 |
|
|
2025
Q1 | $704K | Buy |
9,610
+245
| +3% | +$18K | 0.01% | 211 |
|
|
2024
Q4 | $587K | Buy |
9,365
+8
| +0.1% | +$501 | 0.01% | 204 |
|
|
2024
Q3 | $617K | Buy |
9,357
+229
| +3% | +$15.1K | 0.01% | 204 |
|
|
2024
Q2 | $659K | Buy |
9,128
+12
| +0.1% | +$866 | 0.01% | 208 |
|
|
2024
Q1 | $611K | Sell |
9,116
-341
| -4% | -$22.9K | 0.01% | 203 |
|
|
2023
Q4 | $622K | Sell |
9,457
-769
| -8% | -$50.6K | 0.02% | 217 |
|
|
2023
Q3 | $658K | Buy |
10,226
+577
| +6% | +$37.1K | 0.02% | 195 |
|
|
2023
Q2 | $583K | Buy |
9,649
+166
| +2% | +$10K | 0.02% | 207 |
|
|
2023
Q1 | $546K | Buy |
9,483
+838
| +10% | +$48.2K | 0.01% | 206 |
|
|
2022
Q4 | $492K | Sell |
8,645
-199
| -2% | -$11.3K | 0.02% | 224 |
|
|
2022
Q3 | $440K | Sell |
8,844
-670
| -7% | -$33.3K | 0.01% | 219 |
|
|
2022
Q2 | $497K | Sell |
9,514
-66
| -0.7% | -$3.45K | 0.01% | 216 |
|
|
2022
Q1 | $526K | Buy |
+9,580
| New | +$526K | 0.01% | 210 |
|