Westend 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 | $131K | Hold |
1,866
| – | – | 0.04% | 48 |
|
|
2025
Q1 | $137K | Hold |
1,866
| – | – | 0.05% | 50 |
|
|
2024
Q4 | $117K | Hold |
1,866
| – | – | 0.03% | 52 |
|
|
2024
Q3 | $123K | Hold |
1,866
| – | – | 0.04% | 55 |
|
|
2024
Q2 | $136K | Sell |
1,866
-153
| -8% | -$11.2K | 0.05% | 46 |
|
|
2024
Q1 | $135K | Buy |
+2,019
| New | +$135K | 0.05% | 50 |
|