Hazlett, Burt & Watson’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $50K | Sell |
725
-73
| -9% | -$5.03K | 0.02% | 382 |
|
2025
Q1 | $58K | Sell |
798
-202
| -20% | -$14.7K | 0.03% | 336 |
|
2024
Q4 | $62K | Buy |
1,000
+4
| +0.4% | +$248 | 0.03% | 336 |
|
2024
Q3 | $65K | Sell |
996
-9
| -0.9% | -$587 | 0.03% | 325 |
|
2024
Q2 | $73K | Buy |
1,005
+4
| +0.4% | +$291 | 0.04% | 291 |
|
2024
Q1 | $66K | Buy |
1,001
+5
| +0.5% | +$330 | 0.04% | 294 |
|
2023
Q4 | $65K | Buy |
996
+6
| +0.6% | +$392 | 0.04% | 274 |
|
2023
Q3 | $63K | Sell |
990
-59
| -6% | -$3.76K | 0.05% | 272 |
|
2023
Q2 | $63K | Buy |
1,049
+196
| +23% | +$11.8K | 0.05% | 270 |
|
2023
Q1 | $49K | Buy |
853
+8
| +0.9% | +$460 | 0.04% | 284 |
|
2022
Q4 | $49K | Buy |
845
+3
| +0.4% | +$174 | 0.04% | 273 |
|
2022
Q3 | $42K | Buy |
842
+2
| +0.2% | +$100 | 0.04% | 281 |
|
2022
Q2 | $43K | Buy |
840
+3
| +0.4% | +$154 | 0.04% | 290 |
|
2022
Q1 | $45K | Buy |
+837
| New | +$45K | 0.04% | 303 |
|