West Branch Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $101K | Hold |
1,439
| – | – | 0.03% | 113 |
|
|
2025
Q1 | $105K | Hold |
1,439
| – | – | 0.04% | 114 |
|
|
2024
Q4 | $90.2K | Sell |
1,439
-7
| -0.5% | -$439 | 0.03% | 125 |
|
|
2024
Q3 | $95.4K | Buy |
1,446
+146
| +11% | +$9.63K | 0.03% | 123 |
|
|
2024
Q2 | $93.8K | Hold |
1,300
| – | – | 0.03% | 129 |
|
|
2024
Q1 | $87.2K | Hold |
1,300
| – | – | 0.04% | 135 |
|
|
2023
Q4 | $85.5K | Hold |
1,300
| – | – | 0.04% | 128 |
|
|
2023
Q3 | $83.7K | Hold |
1,300
| – | – | 0.04% | 124 |
|
|
2023
Q2 | $78.5K | Hold |
1,300
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $74.8K | Hold |
1,300
| – | – | 0.04% | 134 |
|
|
2022
Q4 | $74K | Hold |
1,300
| – | – | 0.05% | 136 |
|
|
2022
Q3 | $65K | Sell |
1,300
-31
| -2% | -$1.55K | 0.04% | 150 |
|
|
2022
Q2 | $70K | Buy |
1,331
+31
| +2% | +$1.63K | 0.04% | 150 |
|
|
2022
Q1 | $71K | Buy |
+1,300
| New | +$71K | 0.03% | 163 |
|