Welch Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
3,866
+459
| +13% | +$32.3K | 0.01% | 212 |
|
|
2025
Q1 | $248K | Sell |
3,407
-61
| -2% | -$4.44K | 0.01% | 221 |
|
|
2024
Q4 | $214K | Buy |
3,468
+61
| +2% | +$3.77K | 0.01% | 244 |
|
|
2024
Q3 | $225K | Hold |
3,407
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $246K | Buy |
3,407
+421
| +14% | +$30.4K | 0.01% | 219 |
|
|
2024
Q1 | $200K | Buy |
+2,986
| New | +$200K | 0.01% | 220 |
|
|
2023
Q4 | – | Sell |
-3,446
| Closed | -$222K | – | 234 |
|
|
2023
Q3 | $222K | Hold |
3,446
| – | – | 0.01% | 192 |
|
|
2023
Q2 | $208K | Sell |
3,446
-98
| -3% | -$5.92K | 0.01% | 200 |
|
|
2023
Q1 | $204K | Sell |
3,544
-533
| -13% | -$30.7K | 0.01% | 201 |
|
|
2022
Q4 | $232K | Sell |
4,077
-2,244
| -36% | -$128K | 0.01% | 188 |
|
|
2022
Q3 | $315K | Buy |
6,321
+210
| +3% | +$10.5K | 0.02% | 126 |
|
|
2022
Q2 | $320K | Sell |
6,111
-887
| -13% | -$46.4K | 0.02% | 138 |
|
|
2022
Q1 | $384K | Buy |
+6,998
| New | +$384K | 0.02% | 136 |
|