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