MAI Capital Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
74,111
+2,653
| +4% | +$187K | 0.04% | 328 |
|
|
2025
Q1 | $5.24M | Sell |
71,458
-1,748
| -2% | -$128K | 0.04% | 317 |
|
|
2024
Q4 | $4.59M | Buy |
73,206
+57,285
| +360% | +$3.59M | 0.03% | 333 |
|
|
2024
Q3 | $1.05M | Sell |
15,921
-10,017
| -39% | -$661K | 0.01% | 533 |
|
|
2024
Q2 | $1.87M | Buy |
25,938
+4,045
| +18% | +$292K | 0.02% | 415 |
|
|
2024
Q1 | $1.47M | Buy |
21,893
+350
| +2% | +$23.5K | 0.02% | 456 |
|
|
2023
Q4 | $1.42M | Buy |
21,543
+1,185
| +6% | +$78K | 0.02% | 381 |
|
|
2023
Q3 | $1.31M | Sell |
20,358
-68
| -0.3% | -$4.38K | 0.02% | 373 |
|
|
2023
Q2 | $1.23M | Buy |
20,426
+314
| +2% | +$19K | 0.02% | 387 |
|
|
2023
Q1 | $1.16M | Buy |
20,112
+530
| +3% | +$30.5K | 0.02% | 386 |
|
|
2022
Q4 | $1.12M | Buy |
19,582
+2,134
| +12% | +$122K | 0.02% | 381 |
|
|
2022
Q3 | $868K | Buy |
17,448
+6,673
| +62% | +$332K | 0.02% | 397 |
|
|
2022
Q2 | $563K | Sell |
10,775
-5,643
| -34% | -$295K | 0.01% | 495 |
|
|
2022
Q1 | $902K | Buy |
+16,418
| New | +$902K | 0.02% | 399 |
|