Michael J. Puzo’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Hold |
5,450
| – | – | 0.11% | 55 |
|
|
2025
Q1 | $399K | Hold |
5,450
| – | – | 0.11% | 54 |
|
|
2024
Q4 | $341K | Sell |
5,450
-2,200
| -29% | -$138K | 0.1% | 57 |
|
|
2024
Q3 | $505K | Sell |
7,650
-3,100
| -29% | -$204K | 0.13% | 52 |
|
|
2024
Q2 | $776K | Hold |
10,750
| – | – | 0.22% | 47 |
|
|
2024
Q1 | $721K | Sell |
10,750
-3,500
| -25% | -$235K | 0.2% | 51 |
|
|
2023
Q4 | $938K | Hold |
14,250
| – | – | 0.3% | 44 |
|
|
2023
Q3 | $917K | Hold |
14,250
| – | – | 0.31% | 48 |
|
|
2023
Q2 | $860K | Hold |
14,250
| – | – | 0.27% | 51 |
|
|
2023
Q1 | $820K | Hold |
14,250
| – | – | 0.27% | 50 |
|
|
2022
Q4 | $812K | Hold |
14,250
| – | – | 0.29% | 49 |
|
|
2022
Q3 | $709K | Sell |
14,250
-200
| -1% | -$9.95K | 0.27% | 53 |
|
|
2022
Q2 | $755K | Sell |
14,450
-1,150
| -7% | -$60.1K | 0.27% | 54 |
|
|
2022
Q1 | $857K | Buy |
+15,600
| New | +$857K | 0.26% | 54 |
|