J.W. Coons Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
4,165
| – | – | 0.07% | 206 |
|
|
2025
Q1 | $305K | Hold |
4,165
| – | – | 0.08% | 190 |
|
|
2024
Q4 | $261K | Hold |
4,165
| – | – | 0.07% | 207 |
|
|
2024
Q3 | $275K | Hold |
4,165
| – | – | 0.07% | 203 |
|
|
2024
Q2 | $301K | Hold |
4,165
| – | – | 0.07% | 192 |
|
|
2024
Q1 | $279K | Hold |
4,165
| – | – | 0.06% | 201 |
|
|
2023
Q4 | $274K | Hold |
4,165
| – | – | 0.07% | 199 |
|
|
2023
Q3 | $268K | Hold |
4,165
| – | – | 0.08% | 195 |
|
|
2023
Q2 | $251K | Sell |
4,165
-609
| -13% | -$36.8K | 0.07% | 213 |
|
|
2023
Q1 | $275K | Hold |
4,774
| – | – | 0.08% | 198 |
|
|
2022
Q4 | $272K | Hold |
4,774
| – | – | 0.08% | 197 |
|
|
2022
Q3 | $238K | Sell |
4,774
-1
| -0% | -$50 | 0.09% | 192 |
|
|
2022
Q2 | $251K | Buy |
4,775
+1
| +0% | +$53 | 0.09% | 206 |
|
|
2022
Q1 | $260K | Buy |
+4,774
| New | +$260K | 0.08% | 216 |
|