Sweeney & Michel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
15,162
-428
| -3% | -$30.9K | 0.39% | 46 |
|
|
2025
Q1 | $931K | Buy |
+15,590
| New | +$931K | 0.41% | 43 |
|
|
2024
Q3 | $1.11M | Sell |
16,545
-29,393
| -64% | -$1.97M | 0.44% | 43 |
|
|
2024
Q2 | $3.33M | Sell |
45,938
-411
| -0.9% | -$29.8K | 1.42% | 19 |
|
|
2024
Q1 | $3.43M | Buy |
+46,349
| New | +$3.43M | 1.52% | 19 |
|
|
2023
Q3 | $2.82M | Sell |
43,752
-5,022
| -10% | -$324K | 1.48% | 19 |
|
|
2023
Q2 | $3.01M | Sell |
48,774
-1,709
| -3% | -$105K | 1.55% | 16 |
|
|
2023
Q1 | $2.91M | Buy |
+50,483
| New | +$2.91M | 1.55% | 16 |
|