Patten & Patten’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $387K | Hold |
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|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $360K | Buy |
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|
2024
Q4 | $302K | Buy |
|
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|
2024
Q3 | $276K | Sell |
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|
2024
Q2 | $446K | Sell |
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|
2024
Q1 | $424K | Sell |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $319K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $285K | Hold |
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|
2022
Q4 | $282K | Hold |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $330K | Buy |
|