SDAM
Shulman DeMeo Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
4,256
-121
| -3% | -$8.52K | 0.07% | 91 |
|
|
2025
Q1 | $321K | Buy |
4,377
+121
| +3% | +$8.87K | 0.09% | 84 |
|
|
2024
Q4 | $267K | Sell |
4,256
-47
| -1% | -$2.95K | 0.07% | 98 |
|
|
2024
Q3 | $284K | Sell |
4,303
-104
| -2% | -$6.86K | 0.07% | 104 |
|
|
2024
Q2 | $318K | Hold |
4,407
| – | – | 0.08% | 93 |
|
|
2024
Q1 | $295K | Hold |
4,407
| – | – | 0.08% | 102 |
|
|
2023
Q4 | $290K | Sell |
4,407
-77
| -2% | -$5.07K | 0.08% | 105 |
|
|
2023
Q3 | $289K | Sell |
4,484
-406
| -8% | -$26.1K | 0.1% | 94 |
|
|
2023
Q2 | $295K | Sell |
4,890
-130
| -3% | -$7.85K | 0.09% | 99 |
|
|
2023
Q1 | $289K | Sell |
5,020
-920
| -15% | -$52.9K | 0.09% | 101 |
|
|
2022
Q4 | $338K | Sell |
5,940
-9
| -0.2% | -$513 | 0.11% | 87 |
|
|
2022
Q3 | $296K | Hold |
5,949
| – | – | 0.11% | 94 |
|
|
2022
Q2 | $311K | Hold |
5,949
| – | – | 0.1% | 97 |
|
|
2022
Q1 | $327K | Buy |
+5,949
| New | +$327K | 0.09% | 104 |
|