Roundview Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
3,134
-67
| -2% | -$4.72K | 0.01% | 308 |
|
|
2025
Q1 | $235K | Hold |
3,201
| – | – | 0.02% | 295 |
|
|
2024
Q4 | $201K | Sell |
3,201
-382
| -11% | -$23.9K | 0.01% | 324 |
|
|
2024
Q3 | $236K | Buy |
3,583
+445
| +14% | +$29.3K | 0.02% | 317 |
|
|
2024
Q2 | $227K | Hold |
3,138
| – | – | 0.02% | 307 |
|
|
2024
Q1 | $210K | Sell |
3,138
-16
| -0.5% | -$1.07K | 0.02% | 309 |
|
|
2023
Q4 | $208K | Sell |
3,154
-87
| -3% | -$5.73K | 0.02% | 298 |
|
|
2023
Q3 | $209K | Buy |
+3,241
| New | +$209K | 0.02% | 295 |
|