44 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 | $1.89M | Buy |
26,895
+2,707
| +11% | +$191K | 0.67% | 44 |
|
|
2025
Q1 | $1.77M | Buy |
24,188
+4,494
| +23% | +$329K | 0.67% | 44 |
|
|
2024
Q4 | $1.23M | Sell |
19,694
-3,986
| -17% | -$250K | 0.47% | 70 |
|
|
2024
Q3 | $1.58M | Buy |
+23,680
| New | +$1.58M | 0.55% | 59 |
|
|
2023
Q2 | $488K | Sell |
8,084
-57
| -0.7% | -$3.44K | 0.17% | 106 |
|
|
2023
Q1 | $468K | Buy |
8,141
+198
| +2% | +$11.4K | 0.16% | 113 |
|
|
2022
Q4 | $452K | Buy |
7,943
+1,467
| +23% | +$83.5K | 0.16% | 112 |
|
|
2022
Q3 | $322K | Buy |
6,476
+1,909
| +42% | +$94.9K | 0.13% | 128 |
|
|
2022
Q2 | $239K | Buy |
+4,567
| New | +$239K | 0.09% | 153 |
|