Mount Yale 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 | $869K | Buy |
12,335
+1,307
| +12% | +$92K | 0.07% | 233 |
|
|
2025
Q1 | $808K | Sell |
11,028
-295
| -3% | -$21.6K | 0.07% | 232 |
|
|
2024
Q4 | $709K | Sell |
11,323
-528
| -4% | -$33.1K | 0.06% | 273 |
|
|
2024
Q3 | $782K | Sell |
11,851
-20,661
| -64% | -$1.36M | 0.08% | 244 |
|
|
2024
Q2 | $2.35M | Buy |
32,512
+19,721
| +154% | +$1.42M | 0.19% | 107 |
|
|
2024
Q1 | $858K | Sell |
12,791
-14,958
| -54% | -$1M | 0.07% | 250 |
|
|
2023
Q4 | $1.83M | Sell |
27,749
-652
| -2% | -$42.9K | 0.17% | 130 |
|
|
2023
Q3 | $1.83M | Buy |
28,401
+12,374
| +77% | +$797K | 0.2% | 117 |
|
|
2023
Q2 | $968K | Buy |
16,027
+5,654
| +55% | +$341K | 0.1% | 201 |
|
|
2023
Q1 | $597K | Sell |
10,373
-4,215
| -29% | -$243K | 0.07% | 269 |
|
|
2022
Q4 | $831K | Sell |
14,588
-4,184
| -22% | -$238K | 0.09% | 215 |
|
|
2022
Q3 | $934K | Buy |
18,772
+8,441
| +82% | +$420K | 0.12% | 174 |
|
|
2022
Q2 | $540K | Buy |
10,331
+4,794
| +87% | +$251K | 0.07% | 279 |
|
|
2022
Q1 | $304K | Buy |
+5,537
| New | +$304K | 0.03% | 358 |
|