West Oak 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 | $5.47K | Buy |
7,765
+460
| +6% | +$324 | 0.21% | 76 |
|
|
2025
Q1 | $5.35K | Hold |
7,305
| – | – | 0.21% | 75 |
|
|
2024
Q4 | $4.58M | Hold |
7,305
| – | – | 0.16% | 82 |
|
|
2024
Q3 | $4.82K | Hold |
7,305
| – | – | 0.09% | 80 |
|
|
2024
Q2 | $527K | Hold |
7,305
| – | – | 0.21% | 75 |
|
|
2024
Q1 | $490K | Hold |
7,305
| – | – | 0.21% | 78 |
|
|
2023
Q4 | $466K | Hold |
7,305
| – | – | 0.22% | 80 |
|
|
2023
Q3 | $470K | Hold |
7,305
| – | – | 0.23% | 77 |
|
|
2023
Q2 | $441K | Hold |
7,305
| – | – | 0.21% | 83 |
|
|
2023
Q1 | $420K | Hold |
7,305
| – | – | 0.21% | 84 |
|
|
2022
Q4 | $416K | Hold |
7,305
| – | – | 0.22% | 82 |
|
|
2022
Q3 | $363K | Hold |
7,305
| – | – | 0.2% | 84 |
|
|
2022
Q2 | $382K | Sell |
7,305
-500
| -6% | -$26.1K | 0.2% | 89 |
|
|
2022
Q1 | $429K | Buy |
+7,805
| New | +$429K | 0.19% | 91 |
|