Patten & Patten’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
5,410
+500
| +10% | +$35.2K | 0.02% | 247 |
|
|
2025
Q1 | $360K | Buy |
4,910
+92
| +2% | +$6.74K | 0.02% | 250 |
|
|
2024
Q4 | $302K | Buy |
4,818
+635
| +15% | +$39.8K | 0.02% | 262 |
|
|
2024
Q3 | $276K | Sell |
4,183
-2,000
| -32% | -$132K | 0.02% | 267 |
|
|
2024
Q2 | $446K | Sell |
6,183
-136
| -2% | -$9.82K | 0.03% | 226 |
|
|
2024
Q1 | $424K | Sell |
6,319
-79
| -1% | -$5.3K | 0.03% | 228 |
|
|
2023
Q4 | $421K | Buy |
6,398
+1,440
| +29% | +$94.8K | 0.03% | 209 |
|
|
2023
Q3 | $319K | Hold |
4,958
| – | – | 0.03% | 226 |
|
|
2023
Q2 | $299K | Hold |
4,958
| – | – | 0.02% | 233 |
|
|
2023
Q1 | $285K | Hold |
4,958
| – | – | 0.03% | 232 |
|
|
2022
Q4 | $282K | Hold |
4,958
| – | – | 0.03% | 229 |
|
|
2022
Q3 | $247K | Sell |
4,958
-1,050
| -17% | -$52.3K | 0.02% | 241 |
|
|
2022
Q2 | $314K | Hold |
6,008
| – | – | 0.03% | 224 |
|
|
2022
Q1 | $330K | Buy |
+6,008
| New | +$330K | 0.02% | 235 |
|