Wellington Shields Capital 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 | $1.65M | Sell |
23,475
-4,550
| -16% | -$320K | 0.28% | 82 |
|
|
2025
Q1 | $2.05M | Buy |
28,025
+3,575
| +15% | +$262K | 0.37% | 62 |
|
|
2024
Q4 | $1.53M | Sell |
24,450
-1,175
| -5% | -$73.6K | 0.27% | 73 |
|
|
2024
Q3 | $1.69M | Sell |
25,625
-2,200
| -8% | -$145K | 0.29% | 75 |
|
|
2024
Q2 | $2.01M | Hold |
27,825
| – | – | 0.37% | 58 |
|
|
2024
Q1 | $1.87M | Hold |
27,825
| – | – | 0.35% | 60 |
|
|
2023
Q4 | $1.83M | Buy |
27,825
+7,500
| +37% | +$494K | 0.23% | 63 |
|
|
2023
Q3 | $1.31M | Hold |
20,325
| – | – | 0.17% | 84 |
|
|
2023
Q2 | $1.23M | Hold |
20,325
| – | – | 0.15% | 92 |
|
|
2023
Q1 | $1.17M | Hold |
20,325
| – | – | 0.14% | 88 |
|
|
2022
Q4 | $1.16M | Hold |
20,325
| – | – | 0.14% | 90 |
|
|
2022
Q3 | $1.01M | Buy |
20,325
+800
| +4% | +$39.8K | 0.24% | 97 |
|
|
2022
Q2 | $1.02M | Hold |
19,525
| – | – | 0.13% | 97 |
|
|
2022
Q1 | $1.07M | Buy |
+19,525
| New | +$1.07M | 0.12% | 112 |
|