Kovitz Investment Group Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
28,940
+8,616
| +42% | +$607K | 0.01% | 623 |
|
|
2025
Q1 | $1.49M | Buy |
20,324
+11,106
| +120% | +$814K | 0.01% | 636 |
|
|
2024
Q4 | $578K | Sell |
9,218
-4,797
| -34% | -$301K | ﹤0.01% | 848 |
|
|
2024
Q3 | $680K | Sell |
14,015
-147
| -1% | -$7.13K | ﹤0.01% | 704 |
|
|
2024
Q2 | $1.02M | Buy |
14,162
+1,965
| +16% | +$142K | 0.01% | 529 |
|
|
2024
Q1 | $818K | Buy |
+12,197
| New | +$818K | 0.01% | 438 |
|
|
2023
Q2 | – | Sell |
-4,399
| Closed | -$253K | – | 431 |
|
|
2023
Q1 | $253K | Buy |
+4,399
| New | +$253K | ﹤0.01% | 385 |
|