North Star Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $341K | Sell |
4,843
-557
| -10% | -$39.2K | 0.02% | 351 |
|
|
2025
Q1 | $396K | Sell |
5,400
-2,958
| -35% | -$217K | 0.03% | 335 |
|
|
2024
Q4 | $524K | Hold |
8,358
| – | – | 0.04% | 320 |
|
|
2024
Q3 | $551K | Hold |
8,358
| – | – | 0.04% | 309 |
|
|
2024
Q2 | $603K | Hold |
8,358
| – | – | 0.04% | 304 |
|
|
2024
Q1 | $560K | Sell |
8,358
-642
| -7% | -$43K | 0.04% | 315 |
|
|
2023
Q4 | $592K | Sell |
9,000
-150
| -2% | -$9.87K | 0.05% | 309 |
|
|
2023
Q3 | $589K | Sell |
9,150
-650
| -7% | -$41.8K | 0.05% | 305 |
|
|
2023
Q2 | $592K | Sell |
9,800
-100
| -1% | -$6.04K | 0.05% | 319 |
|
|
2023
Q1 | $570K | Sell |
9,900
-450
| -4% | -$25.9K | 0.05% | 327 |
|
|
2022
Q4 | $589K | Sell |
10,350
-100
| -1% | -$5.7K | 0.05% | 316 |
|
|
2022
Q3 | $520K | Hold |
10,450
| – | – | 0.05% | 288 |
|
|
2022
Q2 | $546K | Sell |
10,450
-555
| -5% | -$29K | 0.05% | 285 |
|
|
2022
Q1 | $605K | Buy |
+11,005
| New | +$605K | 0.05% | 287 |
|