Pathstone Holdings’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.42M | Sell |
133,747
-62,555
| -32% | -$4.4M | 0.04% | 346 |
|
|
2025
Q1 | $14.4M | Buy |
196,302
+53,701
| +38% | +$3.93M | 0.06% | 239 |
|
|
2024
Q4 | $8.93M | Sell |
142,601
-55,171
| -28% | -$3.46M | 0.04% | 352 |
|
|
2024
Q3 | $13M | Sell |
197,772
-62,765
| -24% | -$4.14M | 0.06% | 248 |
|
|
2024
Q2 | $18.8M | Buy |
260,537
+34,661
| +15% | +$2.5M | 0.08% | 166 |
|
|
2024
Q1 | $15.1M | Buy |
225,876
+31,864
| +16% | +$2.14M | 0.07% | 198 |
|
|
2023
Q4 | $12.8M | Buy |
+194,012
| New | +$12.8M | 0.07% | 216 |
|