Raab & Moskowitz Asset Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$335K Sell
4,762
-225
-5% -$15.8K 0.08% 158
2025
Q1
$365K Sell
4,987
-838
-14% -$61.4K 0.09% 146
2024
Q4
$365K Sell
5,825
-562
-9% -$35.2K 0.09% 141
2024
Q3
$421K Sell
6,387
-298
-4% -$19.7K 0.11% 132
2024
Q2
$483K Sell
6,685
-66
-1% -$4.76K 0.13% 119
2024
Q1
$453K Sell
6,751
-14
-0.2% -$939 0.13% 121
2023
Q4
$445K Sell
6,765
-1,440
-18% -$94.8K 0.14% 117
2023
Q3
$528K Sell
8,205
-250
-3% -$16.1K 0.19% 103
2023
Q2
$510K Sell
8,455
-711
-8% -$42.9K 0.17% 109
2023
Q1
$527K Hold
9,166
0.19% 102
2022
Q4
$522K Buy
9,166
+1,133
+14% +$64.5K 0.2% 102
2022
Q3
$399K Sell
8,033
-2,385
-23% -$118K 0.17% 112
2022
Q2
$544K Buy
10,418
+1,459
+16% +$76.2K 0.21% 103
2022
Q1
$492K Buy
+8,959
New +$492K 0.17% 112