Vestmark Advisory Solutions’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.64M Buy
51,713
+8,180
+19% +$576K 0.05% 267
2025
Q1
$3.19M Buy
43,533
+19,957
+85% +$1.46M 0.08% 269
2024
Q4
$1.48M Buy
23,576
+2,523
+12% +$158K 0.05% 292
2024
Q3
$1.39M Sell
21,053
-210
-1% -$13.8K 0.05% 271
2024
Q2
$1.53M Buy
21,263
+2,576
+14% +$186K 0.06% 272
2024
Q1
$1.25M Buy
18,687
+909
+5% +$60.9K 0.05% 292
2023
Q4
$1.17M Buy
17,778
+611
+4% +$40.2K 0.06% 273
2023
Q3
$1.11M Sell
17,167
-25,398
-60% -$1.64M 0.08% 234
2023
Q2
$2.57M Buy
42,565
+3,838
+10% +$232K 0.1% 274
2023
Q1
$2.23M Sell
38,727
-149
-0.4% -$8.57K 0.1% 279
2022
Q4
$2.21M Sell
38,876
-2,801
-7% -$160K 0.11% 263
2022
Q3
$2.07M Buy
41,677
+22,129
+113% +$1.1M 0.12% 249
2022
Q2
$1.02M Buy
19,548
+5,602
+40% +$293K 0.06% 359
2022
Q1
$766K Buy
+13,946
New +$766K 0.04% 426