Summit X LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
6,337
+665
| +12% | +$46.8K | 0.08% | 155 |
|
|
2025
Q1 | $416K | Buy |
5,672
+80
| +1% | +$5.86K | 0.09% | 140 |
|
|
2024
Q4 | $350K | Sell |
5,592
-19
| -0.3% | -$1.19K | 0.08% | 148 |
|
|
2024
Q3 | $405K | Sell |
5,611
-2,833
| -34% | -$204K | 0.1% | 128 |
|
|
2024
Q2 | $612K | Buy |
8,444
+2,801
| +50% | +$203K | 0.14% | 111 |
|
|
2024
Q1 | $378K | Buy |
5,643
+571
| +11% | +$38.3K | 0.1% | 132 |
|
|
2023
Q4 | $334K | Buy |
5,072
+828
| +20% | +$54.5K | 0.09% | 137 |
|
|
2023
Q3 | $273K | Sell |
4,244
-811
| -16% | -$52.2K | 0.09% | 142 |
|
|
2023
Q2 | $305K | Buy |
5,055
+237
| +5% | +$14.3K | 0.07% | 213 |
|
|
2023
Q1 | $277K | Buy |
+4,818
| New | +$277K | 0.07% | 221 |
|
|
2022
Q4 | – | Sell |
-4,145
| Closed | -$204K | – | 259 |
|
|
2022
Q3 | $204K | Buy |
+4,145
| New | +$204K | 0.06% | 232 |
|