Hohimer Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-90,002
| Closed | -$6.03M | – | 253 |
|
|
2024
Q1 | $6.03M | Sell |
90,002
-2,066
| -2% | -$139K | 1.41% | 10 |
|
|
2023
Q4 | $6.06M | Buy |
92,068
+800
| +0.9% | +$52.6K | 1.54% | 9 |
|
|
2023
Q3 | $5.88M | Sell |
91,268
-3,242
| -3% | -$209K | 1.68% | 7 |
|
|
2023
Q2 | $5.71M | Sell |
94,510
-3,677
| -4% | -$222K | 1.58% | 8 |
|
|
2023
Q1 | $5.65M | Buy |
98,187
+79
| +0.1% | +$4.55K | 1.64% | 6 |
|
|
2022
Q4 | $5.59M | Sell |
98,108
-2,123
| -2% | -$121K | 1.78% | 7 |
|
|
2022
Q3 | $4.99M | Sell |
100,231
-287
| -0.3% | -$14.3K | 1.6% | 7 |
|
|
2022
Q2 | $5.26M | Sell |
100,518
-55,286
| -35% | -$2.89M | 1.55% | 6 |
|
|
2022
Q1 | $8.56M | Buy |
+155,804
| New | +$8.56M | 1.69% | 10 |
|