Wambolt & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
32,227
-1,198
| -4% | -$85.3K | 0.77% | 39 |
|
|
2025
Q1 | $2.44M | Buy |
33,425
+645
| +2% | +$47.1K | 0.83% | 38 |
|
|
2024
Q4 | $2.05M | Sell |
32,780
-9,384
| -22% | -$588K | 0.66% | 52 |
|
|
2024
Q3 | $2.82M | Buy |
42,164
+3,577
| +9% | +$239K | 0.77% | 44 |
|
|
2024
Q2 | $2.81M | Buy |
38,587
+5,035
| +15% | +$367K | 0.82% | 36 |
|
|
2024
Q1 | $2.28M | Buy |
33,552
+12,594
| +60% | +$855K | 0.68% | 49 |
|
|
2023
Q4 | $1.38M | Buy |
20,958
+5,189
| +33% | +$341K | 0.45% | 78 |
|
|
2023
Q3 | $999K | Buy |
15,769
+1,936
| +14% | +$123K | 0.36% | 97 |
|
|
2023
Q2 | $835K | Buy |
13,833
+1,875
| +16% | +$113K | 0.3% | 120 |
|
|
2023
Q1 | $724K | Buy |
11,958
+2,708
| +29% | +$164K | 0.26% | 129 |
|
|
2022
Q4 | $527K | Buy |
9,250
+3,095
| +50% | +$176K | 0.2% | 144 |
|
|
2022
Q3 | $306K | Buy |
6,155
+1,925
| +46% | +$95.7K | 0.13% | 187 |
|
|
2022
Q2 | $221K | Buy |
+4,230
| New | +$221K | 0.09% | 220 |
|