NCM
Nelson Capital Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Sell |
35,273
-146
| -0.4% | -$10.3K | 0.33% | 58 |
|
|
2025
Q1 | $2.6M | Sell |
35,419
-536
| -1% | -$39.3K | 0.45% | 56 |
|
|
2024
Q4 | $2.25M | Sell |
35,955
-769
| -2% | -$48.2K | 0.37% | 59 |
|
|
2024
Q3 | $2.42M | Buy |
36,724
+489
| +1% | +$32.3K | 0.41% | 57 |
|
|
2024
Q2 | $2.62M | Sell |
36,235
-41,610
| -53% | -$3M | 0.46% | 48 |
|
|
2024
Q1 | $5.22M | Sell |
77,845
-2,037
| -3% | -$137K | 1% | 29 |
|
|
2023
Q4 | $5.26M | Sell |
79,882
-3,155
| -4% | -$208K | 1.18% | 24 |
|
|
2023
Q3 | $5.35M | Sell |
83,037
-1,512
| -2% | -$97.3K | 1.31% | 21 |
|
|
2023
Q2 | $5.11M | Sell |
84,549
-3,243
| -4% | -$196K | 1.32% | 25 |
|
|
2023
Q1 | $5.05M | Sell |
87,792
-4,946
| -5% | -$285K | 1.43% | 25 |
|
|
2022
Q4 | $5.28M | Sell |
92,738
-1,655
| -2% | -$94.3K | 1.55% | 26 |
|
|
2022
Q3 | $4.7M | Sell |
94,393
-2,124
| -2% | -$106K | 1.38% | 27 |
|
|
2022
Q2 | $5.05M | Buy |
96,517
+46,946
| +95% | +$2.45M | 1.39% | 31 |
|
|
2022
Q1 | $2.72M | Buy |
+49,571
| New | +$2.72M | 0.53% | 54 |
|