Private Capital Management (Florida)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $739K | Hold |
10,500
| – | – | 0.07% | 84 |
|
|
2025
Q1 | $769K | Hold |
10,500
| – | – | 0.08% | 80 |
|
|
2024
Q4 | $658K | Hold |
10,500
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $692K | Buy |
10,500
+1,476
| +16% | +$97.3K | 0.07% | 75 |
|
|
2024
Q2 | $651K | Hold |
9,024
| – | – | 0.08% | 72 |
|
|
2024
Q1 | $605K | Hold |
9,024
| – | – | 0.07% | 81 |
|
|
2023
Q4 | $594K | Hold |
9,024
| – | – | 0.07% | 81 |
|
|
2023
Q3 | $581K | Hold |
9,024
| – | – | 0.07% | 84 |
|
|
2023
Q2 | $545K | Buy |
9,024
+3,024
| +50% | +$183K | 0.06% | 78 |
|
|
2023
Q1 | $345K | Buy |
+6,000
| New | +$345K | 0.04% | 89 |
|