Ritholtz Wealth 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 | $5.4M | Sell |
76,641
-1,085
| -1% | -$76.4K | 0.12% | 100 |
|
|
2025
Q1 | $5.7M | Sell |
77,726
-1,401
| -2% | -$103K | 0.17% | 79 |
|
|
2024
Q4 | $4.96M | Sell |
79,127
-5,097
| -6% | -$319K | 0.15% | 84 |
|
|
2024
Q3 | $5.55M | Buy |
84,224
+9,585
| +13% | +$632K | 0.17% | 75 |
|
|
2024
Q2 | $5.39M | Buy |
74,639
+4,633
| +7% | +$334K | 0.18% | 68 |
|
|
2024
Q1 | $4.69M | Buy |
70,006
+21,470
| +44% | +$1.44M | 0.16% | 79 |
|
|
2023
Q4 | $3.19M | Buy |
48,536
+2,860
| +6% | +$188K | 0.12% | 105 |
|
|
2023
Q3 | $2.94M | Buy |
45,676
+6,446
| +16% | +$415K | 0.13% | 98 |
|
|
2023
Q2 | $2.37M | Buy |
39,230
+964
| +3% | +$58.2K | 0.11% | 114 |
|
|
2023
Q1 | $2.2M | Buy |
38,266
+716
| +2% | +$41.2K | 0.11% | 118 |
|
|
2022
Q4 | $2.14M | Buy |
37,550
+4,462
| +13% | +$254K | 0.12% | 120 |
|
|
2022
Q3 | $1.65M | Buy |
33,088
+2,657
| +9% | +$132K | 0.09% | 152 |
|
|
2022
Q2 | $1.59M | Buy |
+30,431
| New | +$1.59M | 0.1% | 124 |
|