Harrell Investment 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 | $578K | Sell |
8,212
-862
| -9% | -$60.7K | 0.15% | 90 |
|
2025
Q1 | $665K | Buy |
9,074
+123
| +1% | +$9.01K | 0.2% | 71 |
|
2024
Q4 | $561K | Buy |
8,951
+42
| +0.5% | +$2.63K | 0.16% | 73 |
|
2024
Q3 | $588K | Buy |
8,909
+36
| +0.4% | +$2.37K | 0.17% | 70 |
|
2024
Q2 | $640K | Sell |
8,873
-379
| -4% | -$27.4K | 0.19% | 71 |
|
2024
Q1 | $620K | Buy |
9,252
+37
| +0.4% | +$2.48K | 0.18% | 68 |
|
2023
Q4 | $606K | Buy |
9,215
+92
| +1% | +$6.05K | 0.19% | 69 |
|
2023
Q3 | $578K | Buy |
9,123
+91
| +1% | +$5.77K | 0.2% | 71 |
|
2023
Q2 | $545K | Buy |
9,032
+177
| +2% | +$10.7K | 0.18% | 68 |
|
2023
Q1 | $504K | Hold |
8,855
| – | – | 0.18% | 71 |
|
2022
Q4 | $504K | Buy |
8,855
+78
| +0.9% | +$4.44K | 0.2% | 69 |
|
2022
Q3 | $437K | Buy |
8,777
+82
| +0.9% | +$4.08K | 0.18% | 73 |
|
2022
Q2 | $455K | Buy |
8,695
+81
| +0.9% | +$4.24K | 0.19% | 72 |
|
2022
Q1 | $473K | Buy |
+8,614
| New | +$473K | 0.17% | 77 |
|