Pettyjohn Wood & White’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.42M | Sell |
34,352
-450
| -1% | -$31.7K | 0.43% | 55 |
|
2025
Q1 | $2.55M | Sell |
34,802
-2,152
| -6% | -$158K | 0.49% | 54 |
|
2024
Q4 | $2.32M | Buy |
36,954
+375
| +1% | +$23.5K | 0.42% | 57 |
|
2024
Q3 | $2.41M | Buy |
36,579
+975
| +3% | +$64.3K | 0.44% | 57 |
|
2024
Q2 | $2.57M | Buy |
35,604
+1,525
| +4% | +$110K | 0.5% | 50 |
|
2024
Q1 | $2.28M | Buy |
34,079
+9,059
| +36% | +$607K | 0.45% | 55 |
|
2023
Q4 | $1.65M | Buy |
25,020
+8,953
| +56% | +$589K | 0.36% | 63 |
|
2023
Q3 | $1.03M | Buy |
16,067
+677
| +4% | +$43.6K | 0.24% | 75 |
|
2023
Q2 | $929K | Buy |
15,390
+2,125
| +16% | +$128K | 0.21% | 76 |
|
2023
Q1 | $763K | Buy |
13,265
+130
| +1% | +$7.48K | 0.19% | 82 |
|
2022
Q4 | $748K | Buy |
13,135
+2,085
| +19% | +$119K | 0.19% | 84 |
|
2022
Q3 | $550K | Buy |
+11,050
| New | +$550K | 0.15% | 95 |
|