Schaper Benz & Wise Investment Counsel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $209K | Hold |
2,965
| – | – | 0.02% | 148 |
|
2025
Q1 | $217K | Buy |
+2,965
| New | +$217K | 0.02% | 147 |
|
2024
Q3 | – | Sell |
-2,965
| Closed | -$214K | – | 152 |
|
2024
Q2 | $214K | Buy |
+2,965
| New | +$214K | 0.02% | 141 |
|
2023
Q1 | – | Sell |
-3,665
| Closed | -$209K | – | 140 |
|
2022
Q4 | $209K | Buy |
+3,665
| New | +$209K | 0.02% | 133 |
|
2022
Q2 | – | Sell |
-3,665
| Closed | -$201K | – | 152 |
|
2022
Q1 | $201K | Buy |
+3,665
| New | +$201K | 0.02% | 146 |
|