International Assets Investment 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
$331K Sell
4,696
-1,131
-19% -$79.6K 0.03% 577
2025
Q1
$427K Buy
5,827
+287
+5% +$21K 0.04% 454
2024
Q4
$350K Sell
5,540
-347,109
-98% -$21.9M 0.03% 519
2024
Q3
$5.35K Buy
352,649
+347,314
+6,510% +$5.27K 0.01% 558
2024
Q2
$385K Buy
5,335
+272
+5% +$19.6K 0.04% 456
2024
Q1
$344K Buy
5,063
+239
+5% +$16.2K 0.04% 485
2023
Q4
$317K Sell
4,824
-669
-12% -$44K 0.04% 458
2023
Q3
$357K Buy
5,493
+94
+2% +$6.1K 0.05% 344
2023
Q2
$326K Sell
5,399
-573
-10% -$34.6K 0.04% 371
2023
Q1
$344K Sell
5,972
-7,173
-55% -$413K 0.05% 337
2022
Q4
$749K Buy
13,145
+2,189
+20% +$125K 0.08% 247
2022
Q3
$545K Buy
10,956
+964
+10% +$48K 0.12% 182
2022
Q2
$522 Sell
9,992
-331
-3% -$17 0.05% 195
2022
Q1
$567K Buy
+10,323
New +$567K 0.1% 206