VHAM
Van Hulzen Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
182,830
+1,000
| +0.5% | +$70.4K | 1.07% | 27 |
|
|
2025
Q1 | $13.3M | Sell |
181,830
-7,480
| -4% | -$548K | 1.22% | 23 |
|
|
2024
Q4 | $11.9M | Buy |
189,310
+3,533
| +2% | +$221K | 0.87% | 30 |
|
|
2024
Q3 | $12.3M | Buy |
185,777
+16
| +0% | +$1.06K | 0.89% | 32 |
|
|
2024
Q2 | $13.4M | Sell |
185,761
-10,000
| -5% | -$722K | 0.9% | 33 |
|
|
2024
Q1 | $13.1M | Hold |
195,761
| – | – | 0.87% | 39 |
|
|
2023
Q4 | $12.9M | Hold |
195,761
| – | – | 0.91% | 35 |
|
|
2023
Q3 | $12.6M | Sell |
195,761
-10,000
| -5% | -$644K | 0.97% | 33 |
|
|
2023
Q2 | $12.4M | Hold |
205,761
| – | – | 1.06% | 31 |
|
|
2023
Q1 | $11.8M | Hold |
205,761
| – | – | 1.11% | 29 |
|
|
2022
Q4 | $11.7M | Hold |
205,761
| – | – | 1.35% | 24 |
|
|
2022
Q3 | $10.2M | Buy |
+205,761
| New | +$10.2M | 1.26% | 23 |
|