Strategic Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Sell |
4,500
-2,000
| -31% | -$141K | 0.06% | 143 |
|
|
2025
Q1 | $476K | Sell |
6,500
-31
| -0.5% | -$2.27K | 0.09% | 135 |
|
|
2024
Q4 | $409K | Buy |
6,531
+2,531
| +63% | +$159K | 0.07% | 144 |
|
|
2024
Q3 | $264K | Hold |
4,000
| – | – | 0.05% | 184 |
|
|
2024
Q2 | $289K | Sell |
4,000
-1,500
| -27% | -$108K | 0.06% | 170 |
|
|
2024
Q1 | $369K | Sell |
5,500
-1,000
| -15% | -$67K | 0.07% | 157 |
|
|
2023
Q4 | $428K | Hold |
6,500
| – | – | 0.08% | 146 |
|
|
2023
Q3 | $418K | Hold |
6,500
| – | – | 0.08% | 143 |
|
|
2023
Q2 | $392K | Hold |
6,500
| – | – | 0.07% | 143 |
|
|
2023
Q1 | $374K | Hold |
6,500
| – | – | 0.08% | 151 |
|
|
2022
Q4 | $370K | Sell |
6,500
-3,900
| -38% | -$222K | 0.08% | 143 |
|
|
2022
Q3 | $517K | Hold |
10,400
| – | – | 0.11% | 124 |
|
|
2022
Q2 | $543K | Hold |
10,400
| – | – | 0.11% | 124 |
|
|
2022
Q1 | $571K | Buy |
+10,400
| New | +$571K | 0.1% | 136 |
|