KCM Investment 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 | $327K | Buy |
4,648
+160
| +4% | +$11.3K | 0.01% | 310 |
|
|
2025
Q1 | $329K | Sell |
4,488
-1,427
| -24% | -$105K | 0.01% | 300 |
|
|
2024
Q4 | $371K | Buy |
5,915
+131
| +2% | +$8.21K | 0.01% | 286 |
|
|
2024
Q3 | $381K | Hold |
5,784
| – | – | 0.01% | 295 |
|
|
2024
Q2 | $417K | Buy |
5,784
+70
| +1% | +$5.05K | 0.02% | 278 |
|
|
2024
Q1 | $383K | Buy |
+5,714
| New | +$383K | 0.01% | 290 |
|
|
2023
Q4 | – | Sell |
-5,789
| Closed | -$373K | – | 373 |
|
|
2023
Q3 | $373K | Sell |
5,789
-512
| -8% | -$33K | 0.02% | 275 |
|
|
2023
Q2 | $380K | Sell |
6,301
-1,060
| -14% | -$64K | 0.02% | 288 |
|
|
2023
Q1 | $424K | Sell |
7,361
-320
| -4% | -$18.4K | 0.02% | 288 |
|
|
2022
Q4 | $437K | Buy |
7,681
+188
| +3% | +$10.7K | 0.02% | 277 |
|
|
2022
Q3 | $373K | Buy |
7,493
+1,200
| +19% | +$59.7K | 0.02% | 278 |
|
|
2022
Q2 | $329K | Sell |
6,293
-14,093
| -69% | -$737K | 0.01% | 315 |
|
|
2022
Q1 | $1.12M | Buy |
+20,386
| New | +$1.12M | 0.04% | 208 |
|