Horan Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $2.78M | Sell |
37,987
-429
| -1% | -$31.4K | 0.94% | 39 |
|
|
2024
Q4 | $2.41M | Buy |
38,416
+288
| +0.8% | +$18K | 0.81% | 41 |
|
|
2024
Q3 | $2.51M | Sell |
38,128
-582
| -2% | -$38.4K | 0.84% | 42 |
|
|
2024
Q2 | $2.79M | Sell |
38,710
-489
| -1% | -$35.3K | 0.98% | 36 |
|
|
2024
Q1 | $2.63M | Buy |
39,199
+638
| +2% | +$42.8K | 0.93% | 42 |
|
|
2023
Q4 | $2.54M | Sell |
38,561
-947
| -2% | -$62.3K | 0.93% | 42 |
|
|
2023
Q3 | $2.54M | Sell |
39,508
-1,819
| -4% | -$117K | 1.02% | 37 |
|
|
2023
Q2 | $2.5M | Buy |
41,327
+531
| +1% | +$32.1K | 0.97% | 34 |
|
|
2023
Q1 | $2.35M | Buy |
40,796
+819
| +2% | +$47.1K | 0.97% | 41 |
|
|
2022
Q4 | $2.28M | Sell |
39,977
-182
| -0.5% | -$10.4K | 1% | 40 |
|
|
2022
Q3 | $2M | Buy |
40,159
+1,650
| +4% | +$82.1K | 0.97% | 41 |
|
|
2022
Q2 | $2.01M | Buy |
38,509
+1,189
| +3% | +$62.2K | 0.94% | 44 |
|
|
2022
Q1 | $2.05M | Buy |
+37,320
| New | +$2.05M | 0.82% | 43 |
|