Mather Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Buy |
17,674
+468
| +3% | +$33K | 0.01% | 241 |
|
2025
Q1 | $1.26M | Buy |
17,206
+520
| +3% | +$38.1K | 0.01% | 228 |
|
2024
Q4 | $1.05M | Buy |
16,686
+1,512
| +10% | +$94.7K | 0.01% | 235 |
|
2024
Q3 | $1M | Sell |
15,174
-476
| -3% | -$31.4K | 0.01% | 246 |
|
2024
Q2 | $1.05M | Buy |
15,650
+3,543
| +29% | +$238K | 0.01% | 259 |
|
2024
Q1 | $797K | Sell |
12,107
-811
| -6% | -$53.4K | 0.01% | 256 |
|
2023
Q4 | $850K | Hold |
12,918
| – | – | 0.01% | 252 |
|
2023
Q3 | $832K | Sell |
12,918
-1,159
| -8% | -$74.6K | 0.01% | 242 |
|
2023
Q2 | $850K | Buy |
14,077
+1,512
| +12% | +$91.3K | 0.01% | 250 |
|
2023
Q1 | $723K | Buy |
12,565
+1,343
| +12% | +$77.3K | 0.01% | 265 |
|
2022
Q4 | $639K | Sell |
11,222
-363
| -3% | -$20.7K | 0.01% | 277 |
|
2022
Q3 | $576K | Sell |
11,585
-152
| -1% | -$7.56K | 0.01% | 264 |
|
2022
Q2 | $614K | Buy |
11,737
+128
| +1% | +$6.7K | 0.01% | 227 |
|
2022
Q1 | $638K | Buy |
+11,609
| New | +$638K | 0.01% | 228 |
|