PDS Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $706K | Sell |
10,021
-187
| -2% | -$13.2K | 0.05% | 176 |
|
|
2025
Q1 | $748K | Buy |
10,208
+1,719
| +20% | +$126K | 0.06% | 150 |
|
|
2024
Q4 | $532K | Sell |
8,489
-1,445
| -15% | -$90.5K | 0.05% | 175 |
|
|
2024
Q3 | $655K | Buy |
9,934
+978
| +11% | +$64.5K | 0.06% | 147 |
|
|
2024
Q2 | $646K | Buy |
8,956
+242
| +3% | +$17.5K | 0.07% | 128 |
|
|
2024
Q1 | $584K | Buy |
8,714
+174
| +2% | +$11.7K | 0.06% | 141 |
|
|
2023
Q4 | $562K | Buy |
8,540
+462
| +6% | +$30.4K | 0.06% | 134 |
|
|
2023
Q3 | $520K | Buy |
8,078
+304
| +4% | +$19.6K | 0.07% | 124 |
|
|
2023
Q2 | $469K | Buy |
7,774
+257
| +3% | +$15.5K | 0.06% | 145 |
|
|
2023
Q1 | $433K | Buy |
7,517
+3,183
| +73% | +$183K | 0.06% | 136 |
|
|
2022
Q4 | $247K | Sell |
4,334
-14
| -0.3% | -$797 | 0.04% | 168 |
|
|
2022
Q3 | $216K | Buy |
4,348
+97
| +2% | +$4.82K | 0.04% | 170 |
|
|
2022
Q2 | $222K | Buy |
+4,251
| New | +$222K | 0.04% | 176 |
|