Institutional & Family Asset 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 | $46.6K | Hold |
645
| – | – | 0.01% | 249 |
|
2024
Q1 | $43.2K | Hold |
645
| – | – | 0.01% | 247 |
|
2023
Q4 | $42.4K | Hold |
645
| – | – | 0.01% | 248 |
|
2023
Q3 | $41.5K | Hold |
645
| – | – | 0.01% | 232 |
|
2023
Q2 | $38.9K | Sell |
645
-141
| -18% | -$8.51K | 0.01% | 240 |
|
2023
Q1 | $45.2K | Buy |
786
+156
| +25% | +$8.98K | 0.01% | 227 |
|
2022
Q4 | $35.9K | Hold |
630
| – | – | 0.01% | 246 |
|
2022
Q3 | $31K | Buy |
630
+30
| +5% | +$1.48K | 0.01% | 262 |
|
2022
Q2 | $31K | Hold |
600
| – | – | 0.01% | 266 |
|
2022
Q1 | $33K | Buy |
+600
| New | +$33K | 0.01% | 291 |
|