Aaron 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 | $1.43M | Buy |
20,369
+870
| +4% | +$61.3K | 0.15% | 96 |
|
|
2025
Q1 | $1.43M | Buy |
19,499
+730
| +4% | +$53.5K | 0.16% | 87 |
|
|
2024
Q4 | $1.18M | Buy |
18,769
+2,502
| +15% | +$157K | 0.14% | 100 |
|
|
2024
Q3 | $1.07M | Buy |
16,267
+3,858
| +31% | +$254K | 0.13% | 112 |
|
|
2024
Q2 | $896K | Buy |
12,409
+1,592
| +15% | +$115K | 0.12% | 108 |
|
|
2024
Q1 | $725K | Buy |
10,817
+6,960
| +180% | +$467K | 0.1% | 122 |
|
|
2023
Q4 | $254K | Buy |
3,857
+448
| +13% | +$29.5K | 0.04% | 205 |
|
|
2023
Q3 | $219K | Buy |
+3,409
| New | +$219K | 0.03% | 236 |
|
|
2022
Q4 | – | Sell |
-8,214
| Closed | -$409K | – | 270 |
|
|
2022
Q3 | $409K | Buy |
+8,214
| New | +$409K | 0.08% | 134 |
|
|
2022
Q2 | – | Sell |
-35,704
| Closed | -$650K | – | 725 |
|
|
2022
Q1 | $650K | Buy |
+35,704
| New | +$650K | 0.01% | 455 |
|