Wilbanks Smith & Thomas Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $309K | Sell |
4,615
-103
| -2% | -$6.91K | 0.01% | 431 |
|
|
2023
Q4 | $310K | Sell |
4,718
-276
| -6% | -$18.2K | 0.01% | 421 |
|
|
2023
Q3 | $322K | Sell |
4,994
-197
| -4% | -$12.7K | 0.01% | 384 |
|
|
2023
Q2 | $313K | Buy |
5,191
+248
| +5% | +$15K | 0.01% | 401 |
|
|
2023
Q1 | $284K | Buy |
4,943
+161
| +3% | +$9.26K | 0.01% | 417 |
|
|
2022
Q4 | $272K | Buy |
+4,782
| New | +$272K | 0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-4,036
| Closed | -$211K | – | 492 |
|
|
2022
Q2 | $211K | Buy |
+4,036
| New | +$211K | 0.01% | 452 |
|