Mutual 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 | $688K | Buy |
9,558
+30
| +0.3% | +$2.16K | 0.02% | 650 |
|
|
2025
Q1 | $628K | Sell |
9,528
-147
| -2% | -$9.68K | 0.02% | 619 |
|
|
2024
Q4 | $643K | Sell |
9,675
-3,686
| -28% | -$245K | 0.02% | 616 |
|
|
2024
Q3 | $887K | Buy |
13,361
+66
| +0.5% | +$4.38K | 0.03% | 522 |
|
|
2024
Q2 | $955K | Buy |
13,295
+669
| +5% | +$48.1K | 0.03% | 500 |
|
|
2024
Q1 | $846K | Buy |
12,626
+266
| +2% | +$17.8K | 0.03% | 526 |
|
|
2023
Q4 | $813K | Buy |
12,360
+252
| +2% | +$16.6K | 0.03% | 511 |
|
|
2023
Q3 | $780K | Buy |
12,108
+1,294
| +12% | +$83.3K | 0.03% | 483 |
|
|
2023
Q2 | $653K | Buy |
10,814
+5,179
| +92% | +$313K | 0.02% | 553 |
|
|
2023
Q1 | $324K | Buy |
+5,635
| New | +$324K | 0.01% | 752 |
|
|
2022
Q4 | – | Sell |
-4,243
| Closed | -$211K | – | 965 |
|
|
2022
Q3 | $211K | Buy |
+4,243
| New | +$211K | 0.01% | 816 |
|