Plancorp LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Sell |
7,483
-21
| -0.3% | -$1.48K | 0.02% | 219 |
|
|
2025
Q1 | $550K | Buy |
+7,504
| New | +$550K | 0.02% | 200 |
|
|
2024
Q4 | – | Sell |
-7,483
| Closed | -$494K | – | 334 |
|
|
2024
Q3 | $494K | Hold |
7,483
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $540K | Sell |
7,483
-1
| -0% | -$72 | 0.02% | 172 |
|
|
2024
Q1 | $502K | Buy |
7,484
+280
| +4% | +$18.8K | 0.02% | 181 |
|
|
2023
Q4 | $474K | Sell |
7,204
-1,706
| -19% | -$112K | 0.02% | 168 |
|
|
2023
Q3 | $574K | Buy |
8,910
+23
| +0.3% | +$1.48K | 0.03% | 141 |
|
|
2023
Q2 | $537K | Hold |
8,887
| – | – | 0.03% | 148 |
|
|
2023
Q1 | $511K | Hold |
8,887
| – | – | 0.03% | 151 |
|
|
2022
Q4 | $506K | Hold |
8,887
| – | – | 0.03% | 148 |
|
|
2022
Q3 | $442K | Buy |
8,887
+1
| +0% | +$50 | 0.03% | 154 |
|
|
2022
Q2 | $465K | Buy |
+8,886
| New | +$465K | 0.03% | 153 |
|