Kozak & 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 | $259K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $261K | Buy |
|
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|
2024
Q2 | $285K | Sell |
|
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|
2024
Q1 | $281K | Buy |
|
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|
2023
Q4 | $240K | Sell |
|
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|
2023
Q3 | $723K | Buy |
|
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|
2023
Q2 | $670K | Hold |
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|
2023
Q1 | $633K | Hold |
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $552K | Hold |
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|
2022
Q2 | $575K | Hold |
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|
2022
Q1 | $569K | Hold |
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|
2021
Q4 | $569K | Buy |
|