Pacific Global Investment Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,545
| Closed | -$827K | – | 178 |
|
|
2024
Q3 | $827K | Sell |
12,545
-437
| -3% | -$28.8K | 0.15% | 108 |
|
|
2024
Q2 | $937K | Buy |
12,982
+154
| +1% | +$11.1K | 0.18% | 102 |
|
|
2024
Q1 | $860K | Buy |
12,828
+128
| +1% | +$8.58K | 0.16% | 106 |
|
|
2023
Q4 | $836K | Buy |
12,700
+763
| +6% | +$50.2K | 0.17% | 101 |
|
|
2023
Q3 | $769K | Buy |
11,937
+5
| +0% | +$322 | 0.17% | 103 |
|
|
2023
Q2 | $720K | Sell |
11,932
-2,393
| -17% | -$144K | 0.15% | 114 |
|
|
2023
Q1 | $824K | Buy |
14,325
+651
| +5% | +$37.5K | 0.18% | 107 |
|
|
2022
Q4 | $779K | Buy |
13,674
+221
| +2% | +$12.6K | 0.17% | 111 |
|
|
2022
Q3 | $669K | Buy |
13,453
+740
| +6% | +$36.8K | 0.16% | 112 |
|
|
2022
Q2 | $665K | Buy |
12,713
+936
| +8% | +$49K | 0.16% | 114 |
|
|
2022
Q1 | $647K | Buy |
+11,777
| New | +$647K | 0.13% | 122 |
|