Jackson Grant Investment Advisers’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
142
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $10.4K | Hold |
142
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $8.9K | Hold |
142
| – | – | ﹤0.01% | 270 |
|
|
2024
Q3 | $9.37K | Hold |
142
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $10.3K | Hold |
142
| – | – | ﹤0.01% | 268 |
|
|
2024
Q1 | $9.52K | Hold |
142
| – | – | ﹤0.01% | 262 |
|
|
2023
Q4 | $9.34K | Hold |
142
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $9.14K | Hold |
142
| – | – | ﹤0.01% | 259 |
|
|
2023
Q2 | $8.57K | Buy |
142
+84
| +145% | +$5.07K | ﹤0.01% | 264 |
|
|
2023
Q1 | $3.34K | Hold |
58
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $3.3K | Hold |
58
| – | – | ﹤0.01% | 310 |
|
|
2022
Q3 | $3K | Hold |
58
| – | – | ﹤0.01% | 334 |
|
|
2022
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 344 |
|