Montag & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
25,377
-1,246
| -5% | -$87.7K | 0.09% | 174 |
|
|
2025
Q1 | $1.95M | Buy |
26,623
+75
| +0.3% | +$5.5K | 0.1% | 165 |
|
|
2024
Q4 | $1.66M | Sell |
26,548
-2,020
| -7% | -$127K | 0.08% | 196 |
|
|
2024
Q3 | $1.88M | Sell |
28,568
-1,413
| -5% | -$93.2K | 0.09% | 187 |
|
|
2024
Q2 | $2.16M | Sell |
29,981
-1,520
| -5% | -$110K | 0.11% | 155 |
|
|
2024
Q1 | $2.11M | Sell |
31,501
-9,640
| -23% | -$646K | 0.11% | 168 |
|
|
2023
Q4 | $2.71M | Sell |
41,141
-11,586
| -22% | -$762K | 0.15% | 138 |
|
|
2023
Q3 | $3.39M | Buy |
52,727
+44,996
| +582% | +$2.9M | 0.21% | 105 |
|
|
2023
Q2 | $467K | Buy |
7,731
+328
| +4% | +$19.8K | 0.03% | 299 |
|
|
2023
Q1 | $426K | Sell |
7,403
-483
| -6% | -$27.8K | 0.03% | 300 |
|
|
2022
Q4 | $449K | Buy |
7,886
+111
| +1% | +$6.32K | 0.03% | 276 |
|
|
2022
Q3 | $387K | Sell |
7,775
-1,200
| -13% | -$59.7K | 0.03% | 286 |
|
|
2022
Q2 | $469K | Hold |
8,975
| – | – | 0.03% | 271 |
|
|
2022
Q1 | $493K | Buy |
+8,975
| New | +$493K | 0.03% | 293 |
|