Schnieders Capital 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 | $518K | Sell |
7,360
-4,800
| -39% | -$338K | 0.09% | 134 |
|
2025
Q1 | $891K | Buy |
12,160
+500
| +4% | +$36.6K | 0.19% | 84 |
|
2024
Q4 | $730K | Sell |
11,660
-100
| -0.9% | -$6.27K | 0.14% | 94 |
|
2024
Q3 | $776K | Hold |
11,760
| – | – | 0.15% | 95 |
|
2024
Q2 | $849K | Buy |
11,760
+1,300
| +12% | +$93.8K | 0.17% | 82 |
|
2024
Q1 | $701K | Hold |
10,460
| – | – | 0.14% | 98 |
|
2023
Q4 | $688K | Sell |
10,460
-350
| -3% | -$23K | 0.15% | 95 |
|
2023
Q3 | $696K | Hold |
10,810
| – | – | 0.16% | 91 |
|
2023
Q2 | $653K | Sell |
10,810
-50
| -0.5% | -$3.02K | 0.14% | 104 |
|
2023
Q1 | $625K | Sell |
10,860
-975
| -8% | -$56.1K | 0.14% | 104 |
|
2022
Q4 | $674K | Sell |
11,835
-10
| -0.1% | -$569 | 0.15% | 95 |
|
2022
Q3 | $589K | Hold |
11,845
| – | – | 0.16% | 98 |
|
2022
Q2 | $619K | Hold |
11,845
| – | – | 0.18% | 99 |
|
2022
Q1 | $651K | Buy |
+11,845
| New | +$651K | 0.16% | 106 |
|