180 Wealth 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 | $662K | Buy |
9,400
+133
| +1% | +$9.37K | 0.09% | 206 |
|
|
2025
Q1 | $679K | Sell |
9,267
-503
| -5% | -$36.9K | 0.11% | 183 |
|
|
2024
Q4 | $612K | Sell |
9,770
-64
| -0.7% | -$4.01K | 0.1% | 196 |
|
|
2024
Q3 | $649K | Buy |
9,834
+63
| +0.6% | +$4.16K | 0.1% | 184 |
|
|
2024
Q2 | $713K | Buy |
9,771
+494
| +5% | +$36K | 0.12% | 162 |
|
|
2024
Q1 | $622K | Buy |
9,277
+138
| +2% | +$9.25K | 0.11% | 179 |
|
|
2023
Q4 | $602K | Buy |
9,139
+97
| +1% | +$6.39K | 0.12% | 175 |
|
|
2023
Q3 | $582K | Buy |
9,042
+328
| +4% | +$21.1K | 0.13% | 164 |
|
|
2023
Q2 | $530K | Sell |
8,714
-110
| -1% | -$6.7K | 0.12% | 189 |
|
|
2023
Q1 | $508K | Sell |
8,824
-53
| -0.6% | -$3.05K | 0.12% | 186 |
|
|
2022
Q4 | $519K | Sell |
8,877
-45
| -0.5% | -$2.63K | 0.12% | 188 |
|
|
2022
Q3 | $444K | Buy |
8,922
+2,737
| +44% | +$136K | 0.12% | 161 |
|
|
2022
Q2 | $321K | Buy |
6,185
+579
| +10% | +$30.1K | 0.08% | 243 |
|
|
2022
Q1 | $326K | Buy |
+5,606
| New | +$326K | 0.07% | 261 |
|