Nisa 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 | $160K | Sell |
2,274
-865
| -28% | -$60.9K | ﹤0.01% | 1279 |
|
|
2025
Q1 | $230K | Buy |
3,139
+1,000
| +47% | +$73.3K | ﹤0.01% | 1197 |
|
|
2024
Q4 | $134K | Buy |
2,139
+200
| +10% | +$12.5K | ﹤0.01% | 1393 |
|
|
2024
Q3 | $128K | Hold |
1,939
| – | – | ﹤0.01% | 1376 |
|
|
2024
Q2 | $140K | Buy |
1,939
+1,330
| +218% | +$96K | ﹤0.01% | 1396 |
|
|
2024
Q1 | $40.8K | Hold |
609
| – | – | ﹤0.01% | 1705 |
|
|
2023
Q4 | $40.1K | Hold |
609
| – | – | ﹤0.01% | 1691 |
|
|
2023
Q3 | $39.2K | Hold |
609
| – | – | ﹤0.01% | 1801 |
|
|
2023
Q2 | $36.8K | Buy |
609
+282
| +86% | +$17K | ﹤0.01% | 1859 |
|
|
2023
Q1 | $19K | Hold |
327
| – | – | ﹤0.01% | 2027 |
|
|
2022
Q4 | $19K | Hold |
327
| – | – | ﹤0.01% | 2074 |
|
|
2022
Q3 | $16K | Hold |
327
| – | – | ﹤0.01% | 2104 |
|
|
2022
Q2 | $17K | Sell |
327
-10
| -3% | -$520 | ﹤0.01% | 2089 |
|
|
2022
Q1 | $19K | Buy |
+337
| New | +$19K | ﹤0.01% | 2061 |
|