NorthCrest Asset Manangement’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
3,465
-2,479
| -42% | -$178K | 0.01% | 567 |
|
|
2025
Q1 | $436K | Buy |
5,944
+2,371
| +66% | +$174K | 0.01% | 443 |
|
|
2024
Q4 | $224K | Sell |
3,573
-168
| -4% | -$10.5K | 0.01% | 531 |
|
|
2024
Q3 | $247K | Buy |
3,741
+225
| +6% | +$14.8K | 0.01% | 513 |
|
|
2024
Q2 | $254K | Sell |
3,516
-438
| -11% | -$31.6K | 0.01% | 474 |
|
|
2024
Q1 | $265K | Sell |
3,954
-23
| -0.6% | -$1.54K | 0.01% | 467 |
|
|
2023
Q4 | $262K | Buy |
3,977
+39
| +1% | +$2.57K | 0.01% | 466 |
|
|
2023
Q3 | $254K | Sell |
3,938
-41
| -1% | -$2.64K | 0.01% | 459 |
|
|
2023
Q2 | $240K | Buy |
+3,979
| New | +$240K | 0.01% | 470 |
|