Mitchell McLeod Pugh & Williams’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Hold |
2,951
| – | – | 0.04% | 264 |
|
2025
Q1 | $216K | Buy |
+2,951
| New | +$216K | 0.04% | 256 |
|
2024
Q3 | – | Sell |
-3,331
| Closed | -$240K | – | 273 |
|
2024
Q2 | $240K | Hold |
3,331
| – | – | 0.05% | 237 |
|
2024
Q1 | $223K | Hold |
3,331
| – | – | 0.05% | 244 |
|
2023
Q4 | $219K | Buy |
+3,331
| New | +$219K | 0.06% | 238 |
|