Hedges Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Sell |
56,100
-15,000
| -21% | -$1.06M | 3.17% | 4 |
|
|
2025
Q1 | $5.21M | Sell |
71,100
-1,650
| -2% | -$121K | 3.42% | 4 |
|
|
2024
Q4 | $4.56M | Buy |
72,750
+400
| +0.6% | +$25.1K | 3.01% | 5 |
|
|
2024
Q3 | $4.77M | Buy |
72,350
+2,500
| +4% | +$165K | 3.16% | 3 |
|
|
2024
Q2 | $5.04M | Sell |
69,850
-1,000
| -1% | -$72.2K | 3.62% | 3 |
|
|
2024
Q1 | $4.75M | Hold |
70,850
| – | – | 3.33% | 3 |
|
|
2023
Q4 | $4.66M | Sell |
70,850
-3,700
| -5% | -$243K | 3.64% | 5 |
|
|
2023
Q3 | $4.8M | Hold |
74,550
| – | – | 4.19% | 3 |
|
|
2023
Q2 | $4.5M | Hold |
74,550
| – | – | 3.81% | 5 |
|
|
2023
Q1 | $4.29M | Buy |
74,550
+900
| +1% | +$51.8K | 3.64% | 5 |
|
|
2022
Q4 | $4.19M | Hold |
73,650
| – | – | 3.74% | 5 |
|
|
2022
Q3 | $3.67M | Hold |
73,650
| – | – | 3.66% | 4 |
|
|
2022
Q2 | $3.85M | Hold |
73,650
| – | – | 3.64% | 4 |
|
|
2022
Q1 | $4.05M | Buy |
+73,650
| New | +$4.05M | 3.13% | 5 |
|