Westmount Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
4,317
| – | – | 0.08% | 193 |
|
|
2025
Q1 | $316K | Sell |
4,317
-2,394
| -36% | -$175K | 0.1% | 178 |
|
|
2024
Q4 | $420K | Hold |
6,711
| – | – | 0.13% | 130 |
|
|
2024
Q3 | $443K | Sell |
6,711
-172
| -2% | -$11.3K | 0.13% | 128 |
|
|
2024
Q2 | $502K | Hold |
6,883
| – | – | 0.17% | 110 |
|
|
2024
Q1 | $461K | Buy |
6,883
+210
| +3% | +$14.1K | 0.17% | 120 |
|
|
2023
Q4 | $439K | Hold |
6,673
| – | – | 0.18% | 120 |
|
|
2023
Q3 | $430K | Buy |
6,673
+81
| +1% | +$5.22K | 0.19% | 119 |
|
|
2023
Q2 | $398K | Buy |
6,592
+367
| +6% | +$22.2K | 0.17% | 119 |
|
|
2023
Q1 | $358K | Buy |
6,225
+2,100
| +51% | +$121K | 0.17% | 128 |
|
|
2022
Q4 | $235K | Buy |
+4,125
| New | +$235K | 0.12% | 154 |
|