Klingman & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
2,865
-742
| -21% | -$52.2K | 0.01% | 309 |
|
|
2025
Q1 | $264K | Buy |
3,607
+186
| +5% | +$13.6K | 0.02% | 232 |
|
|
2024
Q4 | $214K | Buy |
3,421
+170
| +5% | +$10.7K | 0.01% | 245 |
|
|
2024
Q3 | $214K | Sell |
3,251
-13
| -0.4% | -$857 | 0.01% | 252 |
|
|
2024
Q2 | $236K | Buy |
+3,264
| New | +$236K | 0.02% | 221 |
|