YHB Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.85M | Buy |
68,888
+277
| +0.4% | +$19.5K | 0.37% | 73 |
|
|
2025
Q1 | $5.03M | Buy |
68,611
+2,649
| +4% | +$194K | 0.42% | 63 |
|
|
2024
Q4 | $4.13M | Buy |
65,962
+1,577
| +2% | +$98.8K | 0.34% | 76 |
|
|
2024
Q3 | $4.25M | Buy |
64,385
+1,341
| +2% | +$88.4K | 0.35% | 73 |
|
|
2024
Q2 | $4.55M | Buy |
63,044
+292
| +0.5% | +$21.1K | 0.39% | 64 |
|
|
2024
Q1 | $4.21M | Sell |
62,752
-1,558
| -2% | -$104K | 0.37% | 74 |
|
|
2023
Q4 | $4.23M | Sell |
64,310
-7,676
| -11% | -$505K | 0.41% | 65 |
|
|
2023
Q3 | $4.63M | Buy |
71,986
+6,078
| +9% | +$391K | 0.43% | 68 |
|
|
2023
Q2 | $3.98M | Buy |
65,908
+13,000
| +25% | +$785K | 0.37% | 74 |
|
|
2023
Q1 | $3.04M | Buy |
52,908
+9,002
| +21% | +$518K | 0.31% | 88 |
|
|
2022
Q4 | $2.5M | Buy |
43,906
+9,639
| +28% | +$549K | 0.27% | 92 |
|
|
2022
Q3 | $1.71M | Buy |
34,267
+26,760
| +356% | +$1.33M | 0.19% | 110 |
|
|
2022
Q2 | $393K | Buy |
+7,507
| New | +$393K | 0.04% | 205 |
|