Wellington Shields & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
5,074
| – | – | 0.1% | 160 |
|
|
2025
Q1 | $372K | Buy |
5,074
+3,000
| +145% | +$220K | 0.12% | 154 |
|
|
2024
Q4 | $130K | Hold |
2,074
| – | – | 0.04% | 233 |
|
|
2024
Q3 | $137K | Hold |
2,074
| – | – | 0.04% | 241 |
|
|
2024
Q2 | $150K | Hold |
2,074
| – | – | 0.05% | 231 |
|
|
2024
Q1 | $139K | Hold |
2,074
| – | – | 0.05% | 233 |
|
|
2023
Q4 | $136K | Hold |
2,074
| – | – | 0.05% | 225 |
|
|
2023
Q3 | $134K | Hold |
2,074
| – | – | 0.03% | 227 |
|
|
2023
Q2 | $125K | Sell |
2,074
-200
| -9% | -$12.1K | 0.03% | 234 |
|
|
2023
Q1 | $131K | Sell |
2,274
-181
| -7% | -$10.4K | 0.03% | 233 |
|
|
2022
Q4 | $140K | Buy |
2,455
+2
| +0.1% | +$114 | 0.03% | 227 |
|
|
2022
Q3 | $122K | Buy |
2,453
+2
| +0.1% | +$99 | 0.05% | 218 |
|
|
2022
Q2 | $128K | Sell |
2,451
-1,197
| -33% | -$62.5K | 0.03% | 220 |
|
|
2022
Q1 | $200K | Buy |
+3,648
| New | +$200K | 0.07% | 211 |
|