SIM
Seaview Investment Managers’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
5,445
-173
| -3% | -$12.2K | 0.08% | 95 |
|
|
2025
Q1 | $412K | Sell |
5,618
-428
| -7% | -$31.4K | 0.1% | 82 |
|
|
2024
Q4 | $379K | Buy |
6,046
+23
| +0.4% | +$1.44K | 0.1% | 64 |
|
|
2024
Q3 | $397K | Sell |
6,023
-1,276
| -17% | -$84.2K | 0.12% | 51 |
|
|
2024
Q2 | $527K | Sell |
7,299
-120,190
| -94% | -$8.68M | 0.16% | 46 |
|
|
2024
Q1 | $8.55M | Buy |
127,489
+7,720
| +6% | +$518K | 2.57% | 18 |
|
|
2023
Q4 | $7.88M | Sell |
119,769
-5,910
| -5% | -$389K | 2.52% | 18 |
|
|
2023
Q3 | $8.09M | Buy |
125,679
+3,142
| +3% | +$202K | 2.7% | 7 |
|
|
2023
Q2 | $7.4M | Buy |
122,537
+5,687
| +5% | +$343K | 2.4% | 16 |
|
|
2023
Q1 | $6.72M | Buy |
116,850
+6,443
| +6% | +$371K | 2.31% | 20 |
|
|
2022
Q4 | $6.29M | Buy |
+110,407
| New | +$6.29M | 2.51% | 14 |
|