Woodmont Investment Counsel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
6,838
| – | – | 0.03% | 202 |
|
|
2025
Q1 | $501K | Hold |
6,838
| – | – | 0.04% | 191 |
|
|
2024
Q4 | $428K | Sell |
6,838
-800
| -10% | -$50.1K | 0.03% | 196 |
|
|
2024
Q3 | $504K | Sell |
7,638
-1,120
| -13% | -$73.9K | 0.04% | 180 |
|
|
2024
Q2 | $632K | Hold |
8,758
| – | – | 0.05% | 163 |
|
|
2024
Q1 | $587K | Hold |
8,758
| – | – | 0.05% | 170 |
|
|
2023
Q4 | $576K | Sell |
8,758
-67
| -0.8% | -$4.41K | 0.05% | 166 |
|
|
2023
Q3 | $568K | Sell |
8,825
-3,000
| -25% | -$193K | 0.06% | 161 |
|
|
2023
Q2 | $714K | Sell |
11,825
-100
| -0.8% | -$6.04K | 0.07% | 150 |
|
|
2023
Q1 | $686K | Sell |
11,925
-250
| -2% | -$14.4K | 0.07% | 149 |
|
|
2022
Q4 | $693K | Hold |
12,175
| – | – | 0.08% | 150 |
|
|
2022
Q3 | $606K | Buy |
12,175
+350
| +3% | +$17.4K | 0.08% | 156 |
|
|
2022
Q2 | $618K | Hold |
11,825
| – | – | 0.08% | 156 |
|
|
2022
Q1 | $650K | Buy |
+11,825
| New | +$650K | 0.08% | 163 |
|