Weinberger 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 | $248K | Hold |
3,521
| – | – | 0.1% | 79 |
|
|
2025
Q1 | $258K | Hold |
3,521
| – | – | 0.11% | 75 |
|
|
2024
Q4 | $221K | Hold |
3,521
| – | – | 0.09% | 79 |
|
|
2024
Q3 | $232K | Hold |
3,521
| – | – | 0.1% | 79 |
|
|
2024
Q2 | $254K | Hold |
3,521
| – | – | 0.12% | 77 |
|
|
2024
Q1 | $236K | Hold |
3,521
| – | – | 0.11% | 77 |
|
|
2023
Q4 | $232K | Hold |
3,521
| – | – | 0.12% | 76 |
|
|
2023
Q3 | $227K | Hold |
3,521
| – | – | 0.13% | 72 |
|
|
2023
Q2 | $213K | Hold |
3,521
| – | – | 0.12% | 75 |
|
|
2023
Q1 | $203K | Hold |
3,521
| – | – | 0.12% | 76 |
|
|
2022
Q4 | $201K | Buy |
+3,521
| New | +$201K | 0.12% | 73 |
|