1900 Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $427K | Buy |
6,060
+121
| +2% | +$8.52K | 0.03% | 160 |
|
|
2025
Q1 | $435K | Buy |
5,939
+48
| +0.8% | +$3.52K | 0.04% | 152 |
|
|
2024
Q4 | $369K | Buy |
5,891
+18
| +0.3% | +$1.13K | 0.03% | 168 |
|
|
2024
Q3 | $387K | Buy |
5,873
+46
| +0.8% | +$3.03K | 0.03% | 169 |
|
|
2024
Q2 | $421K | Buy |
5,827
+45
| +0.8% | +$3.25K | 0.04% | 161 |
|
|
2024
Q1 | $388K | Buy |
5,782
+2,110
| +57% | +$141K | 0.04% | 178 |
|
|
2023
Q4 | $242K | Hold |
3,672
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $236K | Buy |
3,672
+205
| +6% | +$13.2K | 0.02% | 268 |
|
|
2023
Q2 | $209K | Buy |
+3,467
| New | +$209K | 0.02% | 233 |
|
|
2022
Q2 | – | Sell |
-4,826
| Closed | -$265K | – | 239 |
|
|
2022
Q1 | $265K | Buy |
+4,826
| New | +$265K | 0.03% | 214 |
|