Sawyer & Company’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75K | Hold |
1,065
| – | – | 0.03% | 111 |
|
|
2025
Q1 | $78K | Sell |
1,065
-696
| -40% | -$51K | 0.03% | 111 |
|
|
2024
Q4 | $110K | Sell |
1,761
-1,395
| -44% | -$87.1K | 0.04% | 105 |
|
|
2024
Q3 | $208K | Sell |
3,156
-255
| -7% | -$16.8K | 0.08% | 97 |
|
|
2024
Q2 | $246K | Sell |
3,411
-125
| -4% | -$9.02K | 0.1% | 94 |
|
|
2024
Q1 | $237K | Sell |
3,536
-55
| -2% | -$3.69K | 0.09% | 94 |
|
|
2023
Q4 | $236K | Sell |
3,591
-1,675
| -32% | -$110K | 0.1% | 92 |
|
|
2023
Q3 | $339K | Sell |
5,266
-100
| -2% | -$6.44K | 0.16% | 86 |
|
|
2023
Q2 | $324K | Hold |
5,366
| – | – | 0.15% | 88 |
|
|
2023
Q1 | $326K | Sell |
5,366
-193
| -3% | -$11.7K | 0.18% | 84 |
|
|
2022
Q4 | $317K | Sell |
5,559
-251
| -4% | -$14.3K | 0.16% | 87 |
|
|
2022
Q3 | $289K | Hold |
5,810
| – | – | 0.16% | 89 |
|
|
2022
Q2 | $304K | Sell |
5,810
-480
| -8% | -$25.1K | 0.15% | 91 |
|
|
2022
Q1 | $346K | Buy |
+6,290
| New | +$346K | 0.16% | 89 |
|