John G. Ullman & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $782K | Buy |
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|
2025
Q1 | $806K | Buy |
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|
2024
Q4 | $683K | Hold |
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|
2024
Q3 | $719K | Hold |
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|
2024
Q2 | $787K | Hold |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $665K | Hold |
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|
2023
Q3 | $650K | Hold |
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|
2023
Q2 | $610K | Hold |
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|
2023
Q1 | $581K | Hold |
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|
2022
Q4 | $575K | Buy |
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $518K | Buy |
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