Herold Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
21,798
+859
| +4% | +$60.5K | 0.32% | 85 |
|
|
2025
Q1 | $1.53M | Buy |
20,939
+8
| +0% | +$586 | 0.34% | 87 |
|
|
2024
Q4 | $1.31M | Sell |
20,931
-91
| -0.4% | -$5.7K | 0.29% | 94 |
|
|
2024
Q3 | $1.39M | Buy |
21,022
+8
| +0% | +$528 | 0.3% | 92 |
|
|
2024
Q2 | $1.52M | Sell |
21,014
-91
| -0.4% | -$6.57K | 0.35% | 78 |
|
|
2024
Q1 | $1.41M | Buy |
21,105
+207
| +1% | +$13.9K | 0.34% | 81 |
|
|
2023
Q4 | $1.38M | Buy |
20,898
+78
| +0.4% | +$5.13K | 0.38% | 78 |
|
|
2023
Q3 | $1.34M | Sell |
20,820
-790
| -4% | -$50.9K | 0.41% | 70 |
|
|
2023
Q2 | $1.3M | Sell |
21,610
-489
| -2% | -$29.5K | 0.4% | 75 |
|
|
2023
Q1 | $1.27M | Buy |
22,099
+111
| +0.5% | +$6.39K | 0.44% | 76 |
|
|
2022
Q4 | $1.25M | Buy |
21,988
+1,010
| +5% | +$57.5K | 0.53% | 62 |
|
|
2022
Q3 | $1.04M | Buy |
+20,978
| New | +$1.04M | 0.5% | 66 |
|
|
2022
Q2 | – | Sell |
-20,057
| Closed | -$1.1M | – | 581 |
|
|
2022
Q1 | $1.1M | Buy |
+20,057
| New | +$1.1M | 0.39% | 80 |
|