MSH Capital 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 | $604K | Buy |
8,576
+185
| +2% | +$13K | 0.17% | 138 |
|
|
2025
Q1 | $615K | Sell |
8,391
-899
| -10% | -$65.9K | 0.19% | 124 |
|
|
2024
Q4 | $582K | Buy |
9,290
+5
| +0.1% | +$313 | 0.18% | 131 |
|
|
2024
Q3 | $612K | Buy |
9,285
+5
| +0.1% | +$330 | 0.19% | 125 |
|
|
2024
Q2 | $670K | Buy |
9,280
+4
| +0% | +$289 | 0.22% | 107 |
|
|
2024
Q1 | $622K | Sell |
9,276
-246
| -3% | -$16.5K | 0.22% | 110 |
|
|
2023
Q4 | $627K | Buy |
9,522
+67
| +0.7% | +$4.41K | 0.23% | 105 |
|
|
2023
Q3 | $609K | Buy |
9,455
+446
| +5% | +$28.7K | 0.24% | 107 |
|
|
2023
Q2 | $544K | Hold |
9,009
| – | – | 0.2% | 121 |
|
|
2023
Q1 | $518K | Hold |
9,009
| – | – | 0.22% | 112 |
|
|
2022
Q4 | $513K | Sell |
9,009
-160
| -2% | -$9.11K | 0.23% | 109 |
|
|
2022
Q3 | $456K | Hold |
9,169
| – | – | 0.22% | 109 |
|
|
2022
Q2 | $479K | Buy |
9,169
+500
| +6% | +$26.1K | 0.22% | 108 |
|
|
2022
Q1 | $476K | Buy |
+8,669
| New | +$476K | 0.2% | 115 |
|