Meritage Portfolio 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	$4.33M	Sell	61,529 -1,574	-2%	-$111K	0.27%	106
2025 Q1	$4.62M	Buy	63,103 +32,707	+108%	+$2.4M	0.31%	98
2024 Q4	$1.9M	Sell	30,396 -38,558	-56%	-$2.42M	0.12%	167
2024 Q3	$4.55M	Buy	68,954 +20,212	+41%	+$1.33M	0.28%	115
2024 Q2	$3.52M	Buy	+48,742	New	+$3.52M	0.22%	132