Summitry 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 | $735K | Buy |
10,446
+1,678
| +19% | +$118K | 0.03% | 67 |
|
|
2025
Q1 | $643K | Buy |
8,768
+504
| +6% | +$36.9K | 0.03% | 69 |
|
|
2024
Q4 | $518K | Buy |
8,264
+1,179
| +17% | +$73.9K | 0.03% | 72 |
|
|
2024
Q3 | $467K | Buy |
7,085
+1,815
| +34% | +$120K | 0.02% | 84 |
|
|
2024
Q2 | $380K | Buy |
5,270
+816
| +18% | +$58.9K | 0.02% | 77 |
|
|
2024
Q1 | $299K | Buy |
+4,454
| New | +$299K | 0.02% | 88 |
|