HeadInvest LLC’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 |
-6,652
| Closed | -$487K | – | 226 |
|
|
2025
Q1 | $487K | Hold |
6,652
| – | – | 0.09% | 145 |
|
|
2024
Q4 | $417K | Hold |
6,652
| – | – | 0.08% | 165 |
|
|
2024
Q3 | $439K | Sell |
6,652
-120
| -2% | -$7.91K | 0.08% | 161 |
|
|
2024
Q2 | $489K | Sell |
6,772
-80
| -1% | -$5.77K | 0.1% | 142 |
|
|
2024
Q1 | $459K | Hold |
6,852
| – | – | 0.09% | 156 |
|
|
2023
Q4 | $451K | Hold |
6,852
| – | – | 0.09% | 151 |
|
|
2023
Q3 | $434K | Hold |
6,852
| – | – | 0.09% | 145 |
|
|
2023
Q2 | $428K | Sell |
6,852
-833
| -11% | -$52K | 0.09% | 153 |
|
|
2023
Q1 | $442K | Buy |
7,685
+115
| +2% | +$6.62K | 0.1% | 149 |
|
|
2022
Q4 | $431K | Buy |
7,570
+18
| +0.2% | +$1.03K | 0.1% | 148 |
|
|
2022
Q3 | $376K | Sell |
7,552
-1,000
| -12% | -$49.8K | 0.09% | 153 |
|
|
2022
Q2 | $447K | Hold |
8,552
| – | – | 0.1% | 147 |
|
|
2022
Q1 | $470K | Buy |
+8,552
| New | +$470K | 0.09% | 154 |
|