West Family Investments’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
24,418
+5,045
| +26% | +$355K | 0.45% | 36 |
|
|
2025
Q1 | $1.42M | Sell |
19,373
-425
| -2% | -$31.1K | 0.53% | 37 |
|
|
2024
Q4 | $1.24M | Sell |
19,798
-341
| -2% | -$21.4K | 0.43% | 46 |
|
|
2024
Q3 | $1.33M | Buy |
20,139
+858
| +4% | +$56.6K | 0.45% | 44 |
|
|
2024
Q2 | $1.39M | Hold |
19,281
| – | – | 0.42% | 50 |
|
|
2024
Q1 | $1.29M | Buy |
19,281
+490
| +3% | +$32.9K | 0.4% | 52 |
|
|
2023
Q4 | $1.24M | Hold |
18,791
| – | – | 0.42% | 49 |
|
|
2023
Q3 | $1.21M | Hold |
18,791
| – | – | 0.42% | 52 |
|
|
2023
Q2 | $1.13M | Hold |
18,791
| – | – | 0.44% | 50 |
|
|
2023
Q1 | $1.08M | Sell |
18,791
-371
| -2% | -$21.3K | 0.43% | 59 |
|
|
2022
Q4 | $1.09M | Hold |
19,162
| – | – | 0.37% | 54 |
|
|
2022
Q3 | $954K | Hold |
19,162
| – | – | 0.4% | 54 |
|
|
2022
Q2 | $1M | Sell |
19,162
-1,080
| -5% | -$56.5K | 0.4% | 51 |
|
|
2022
Q1 | $1.11M | Buy |
+20,242
| New | +$1.11M | 0.32% | 58 |
|