KA
Kozak & Associates’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
3,614
+1
| +0% | +$72 | 0.05% | 70 |
|
|
2025
Q1 | $226K | Sell |
3,613
-368
| -9% | -$23K | 0.06% | 66 |
|
|
2024
Q4 | $257K | Buy |
3,981
+71
| +2% | +$4.58K | 0.06% | 69 |
|
|
2024
Q3 | $261K | Buy |
3,910
+1
| +0% | +$67 | 0.06% | 68 |
|
|
2024
Q2 | $285K | Sell |
3,909
-14
| -0.4% | -$1.02K | 0.07% | 64 |
|
|
2024
Q1 | $281K | Buy |
3,923
+39
| +1% | +$2.8K | 0.08% | 66 |
|
|
2023
Q4 | $240K | Sell |
3,884
-7,319
| -65% | -$452K | 0.08% | 72 |
|
|
2023
Q3 | $723K | Buy |
11,203
+202
| +2% | +$13K | 0.26% | 28 |
|
|
2023
Q2 | $670K | Hold |
11,001
| – | – | 0.27% | 33 |
|
|
2023
Q1 | $633K | Hold |
11,001
| – | – | 0.28% | 33 |
|
|
2022
Q4 | $627K | Hold |
11,001
| – | – | 0.31% | 30 |
|
|
2022
Q3 | $552K | Hold |
11,001
| – | – | 0.35% | 26 |
|
|
2022
Q2 | $575K | Hold |
11,001
| – | – | 0.38% | 26 |
|
|
2022
Q1 | $569K | Hold |
11,001
| – | – | 0.36% | 30 |
|
|
2021
Q4 | $569K | Buy |
+11,001
| New | +$569K | 0.36% | 30 |
|