Successful Portfolios’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
3,624
-97
| -3% | -$6.83K | 0.16% | 132 |
|
|
2025
Q1 | $273K | Sell |
3,721
-1
| -0% | -$73 | 0.19% | 119 |
|
|
2024
Q4 | $233K | Buy |
3,722
+1
| +0% | +$63 | 0.16% | 129 |
|
|
2024
Q3 | $245K | Hold |
3,721
| – | – | 0.17% | 129 |
|
|
2024
Q2 | $269K | Buy |
3,721
+1
| +0% | +$72 | 0.19% | 112 |
|
|
2024
Q1 | $249K | Buy |
3,720
+476
| +15% | +$31.9K | 0.17% | 129 |
|
|
2023
Q4 | $213K | Hold |
3,244
| – | – | 0.16% | 146 |
|
|
2023
Q3 | $209K | Sell |
3,244
-304
| -9% | -$19.6K | 0.19% | 128 |
|
|
2023
Q2 | $214K | Sell |
3,548
-2,783
| -44% | -$168K | 0.18% | 134 |
|
|
2023
Q1 | $364K | Sell |
6,331
-525
| -8% | -$30.2K | 0.23% | 111 |
|
|
2022
Q4 | $390K | Sell |
6,856
-550
| -7% | -$31.3K | 0.25% | 106 |
|
|
2022
Q3 | $369K | Buy |
7,406
+20
| +0.3% | +$996 | 0.27% | 94 |
|
|
2022
Q2 | $386K | Sell |
7,386
-3,175
| -30% | -$166K | 0.26% | 99 |
|
|
2022
Q1 | $580K | Buy |
+10,561
| New | +$580K | 0.33% | 76 |
|