Isthmus Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,190
| Closed | -$307K | – | 226 |
|
|
2025
Q1 | $307K | Sell |
4,190
-677
| -14% | -$49.6K | 0.04% | 181 |
|
|
2024
Q4 | $305K | Hold |
4,867
| – | – | 0.04% | 181 |
|
|
2024
Q3 | $321K | Hold |
4,867
| – | – | 0.04% | 175 |
|
|
2024
Q2 | $351K | Sell |
4,867
-540
| -10% | -$39K | 0.04% | 152 |
|
|
2024
Q1 | $362K | Buy |
+5,407
| New | +$362K | 0.04% | 157 |
|