Moneta Group Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Sell |
4,515
-2,500
| -36% | -$176K | ﹤0.01% | 549 |
|
|
2025
Q1 | $514K | Sell |
7,015
-2,474
| -26% | -$181K | 0.01% | 413 |
|
|
2024
Q4 | $594K | Sell |
9,489
-52
| -0.5% | -$3.26K | 0.01% | 370 |
|
|
2024
Q3 | $629K | Sell |
9,541
-1,710
| -15% | -$113K | 0.01% | 359 |
|
|
2024
Q2 | $812K | Buy |
11,251
+188
| +2% | +$13.6K | 0.01% | 297 |
|
|
2024
Q1 | $742K | Sell |
11,063
-1,106
| -9% | -$74.1K | 0.01% | 307 |
|
|
2023
Q4 | $801K | Buy |
12,169
+1,061
| +10% | +$69.8K | 0.02% | 267 |
|
|
2023
Q3 | $715K | Sell |
11,108
-690
| -6% | -$44.4K | 0.02% | 260 |
|
|
2023
Q2 | $712K | Sell |
11,798
-2,459
| -17% | -$148K | 0.02% | 269 |
|
|
2023
Q1 | $820K | Buy |
14,257
+143
| +1% | +$8.23K | 0.02% | 238 |
|
|
2022
Q4 | $830K | Sell |
14,114
-818
| -5% | -$48.1K | 0.02% | 222 |
|
|
2022
Q3 | $743K | Sell |
14,932
-2,777
| -16% | -$138K | 0.03% | 214 |
|
|
2022
Q2 | $926K | Sell |
17,709
-2,681
| -13% | -$140K | 0.03% | 214 |
|
|
2022
Q1 | $1.12M | Buy |
+20,390
| New | +$1.12M | 0.04% | 186 |
|