Prudent Man Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
3,488
+89
| +3% | +$6.27K | 0.08% | 152 |
|
|
2025
Q1 | $249K | Hold |
3,399
| – | – | 0.09% | 140 |
|
|
2024
Q4 | $213K | Hold |
3,399
| – | – | 0.08% | 157 |
|
|
2024
Q3 | $224K | Buy |
3,399
+20
| +0.6% | +$1.32K | 0.07% | 156 |
|
|
2024
Q2 | $244K | Sell |
3,379
-285
| -8% | -$20.6K | 0.09% | 141 |
|
|
2024
Q1 | $246K | Sell |
3,664
-905
| -20% | -$60.7K | 0.09% | 145 |
|
|
2023
Q4 | $301K | Sell |
4,569
-859
| -16% | -$56.5K | 0.11% | 140 |
|
|
2023
Q3 | $349K | Sell |
5,428
-192
| -3% | -$12.4K | 0.14% | 132 |
|
|
2023
Q2 | $339K | Hold |
5,620
| – | – | 0.13% | 137 |
|
|
2023
Q1 | $323K | Hold |
5,620
| – | – | 0.13% | 137 |
|
|
2022
Q4 | $320K | Buy |
5,620
+1,590
| +39% | +$90.5K | 0.13% | 138 |
|
|
2022
Q3 | $201K | Hold |
4,030
| – | – | 0.1% | 158 |
|
|
2022
Q2 | $211K | Sell |
4,030
-505
| -11% | -$26.4K | 0.1% | 145 |
|
|
2022
Q1 | $249K | Buy |
+4,535
| New | +$249K | 0.1% | 146 |
|