Kavar Capital Partners Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
7,284
-400
| -5% | -$28.2K | 0.07% | 126 |
|
|
2025
Q1 | $563K | Sell |
7,684
-200
| -3% | -$14.7K | 0.09% | 113 |
|
|
2024
Q4 | $494K | Sell |
7,884
-86
| -1% | -$5.39K | 0.08% | 116 |
|
|
2024
Q3 | $526K | Hold |
7,970
| – | – | 0.08% | 117 |
|
|
2024
Q2 | $575K | Hold |
7,970
| – | – | 0.1% | 108 |
|
|
2024
Q1 | $534K | Buy |
7,970
+1,298
| +19% | +$87K | 0.1% | 108 |
|
|
2023
Q4 | $439K | Buy |
6,672
+3,336
| +100% | +$220K | 0.05% | 137 |
|
|
2023
Q3 | $215K | Buy |
+3,336
| New | +$215K | 0.05% | 147 |
|