Joel Isaacson & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Hold |
4,997
| – | – | 0.01% | 303 |
|
|
2025
Q1 | $366K | Sell |
4,997
-30
| -0.6% | -$2.2K | 0.02% | 283 |
|
|
2024
Q4 | $315K | Hold |
5,027
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $332K | Hold |
5,027
| – | – | 0.02% | 277 |
|
|
2024
Q2 | $363K | Buy |
5,027
+210
| +4% | +$15.2K | 0.02% | 250 |
|
|
2024
Q1 | $323K | Buy |
4,817
+1,345
| +39% | +$90.2K | 0.02% | 267 |
|
|
2023
Q4 | $228K | Hold |
3,472
| – | – | 0.01% | 284 |
|
|
2023
Q3 | $224K | Hold |
3,472
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $210K | Buy |
+3,472
| New | +$210K | 0.01% | 301 |
|
|
2023
Q1 | – | Sell |
-3,772
| Closed | -$215K | – | 333 |
|
|
2022
Q4 | $215K | Buy |
+3,772
| New | +$215K | 0.02% | 293 |
|