NewEdge 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 | $7.71M | Buy |
109,483
+4,500
| +4% | +$317K | 0.04% | 433 |
|
2025
Q1 | $7.69M | Buy |
104,983
+20,896
| +25% | +$1.53M | 0.05% | 381 |
|
2024
Q4 | $5.27M | Sell |
84,087
-1,283
| -2% | -$80.4K | 0.03% | 486 |
|
2024
Q3 | $5.63M | Buy |
85,370
+3,388
| +4% | +$223K | 0.04% | 431 |
|
2024
Q2 | $5.92M | Buy |
81,982
+46,557
| +131% | +$3.36M | 0.04% | 403 |
|
2024
Q1 | $2.37M | Sell |
35,425
-10,409
| -23% | -$698K | 0.02% | 630 |
|
2023
Q4 | $2.9M | Buy |
45,834
+13,591
| +42% | +$860K | 0.03% | 530 |
|
2023
Q3 | $2.08M | Buy |
32,243
+7,704
| +31% | +$496K | 0.02% | 588 |
|
2023
Q2 | $1.48M | Buy |
24,539
+4,615
| +23% | +$279K | 0.02% | 702 |
|
2023
Q1 | $1.16M | Sell |
19,924
-20,570
| -51% | -$1.2M | 0.01% | 731 |
|
2022
Q4 | $641K | Buy |
40,494
+5,297
| +15% | +$83.9K | 0.02% | 676 |
|
2022
Q3 | $1.75M | Sell |
35,197
-3,195
| -8% | -$159K | 0.03% | 463 |
|
2022
Q2 | $2.01M | Buy |
+38,392
| New | +$2.01M | 0.03% | 436 |
|