Weatherly Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
66,161
+2,789
| +4% | +$196K | 0.4% | 46 |
|
|
2025
Q1 | $4.64M | Buy |
63,372
+867
| +1% | +$63.5K | 0.42% | 43 |
|
|
2024
Q4 | $3.92M | Buy |
62,505
+9,914
| +19% | +$621K | 0.35% | 50 |
|
|
2024
Q3 | $3.47M | Sell |
52,591
-884
| -2% | -$58.3K | 0.3% | 52 |
|
|
2024
Q2 | $3.86M | Sell |
53,475
-819
| -2% | -$59.1K | 0.35% | 47 |
|
|
2024
Q1 | $3.64M | Buy |
54,294
+376
| +0.7% | +$25.2K | 0.35% | 51 |
|
|
2023
Q4 | $3.55M | Sell |
53,918
-1,572
| -3% | -$103K | 0.38% | 49 |
|
|
2023
Q3 | $3.57M | Sell |
55,490
-3,619
| -6% | -$233K | 0.43% | 44 |
|
|
2023
Q2 | $3.57M | Sell |
59,109
-2,266
| -4% | -$137K | 0.42% | 45 |
|
|
2023
Q1 | $3.53M | Sell |
61,375
-2,237
| -4% | -$129K | 0.46% | 42 |
|
|
2022
Q4 | $3.62M | Sell |
63,612
-637
| -1% | -$36.3K | 0.49% | 40 |
|
|
2022
Q3 | $3.2M | Sell |
64,249
-1,987
| -3% | -$98.9K | 0.46% | 39 |
|
|
2022
Q2 | $3.46M | Sell |
66,236
-2,482
| -4% | -$130K | 0.48% | 42 |
|
|
2022
Q1 | $3.78M | Buy |
+68,718
| New | +$3.78M | 0.44% | 49 |
|