Absher 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
$1.79M Buy
25,383
+767
+3% +$54K 0.22% 37
2025
Q1
$1.8M Buy
24,616
+999
+4% +$73.2K 0.24% 35
2024
Q4
$1.48M Buy
23,617
+9,662
+69% +$605K 0.19% 39
2024
Q3
$920K Sell
13,955
-2,108
-13% -$139K 0.12% 41
2024
Q2
$1.16M Buy
16,063
+218
+1% +$15.7K 0.16% 37
2024
Q1
$1.06M Buy
15,845
+532
+3% +$35.7K 0.15% 36
2023
Q4
$1.01M Sell
15,313
-110
-0.7% -$7.24K 0.15% 36
2023
Q3
$993K Sell
15,423
-1,377
-8% -$88.7K 0.17% 35
2023
Q2
$1.01M Buy
16,800
+509
+3% +$30.7K 0.17% 36
2023
Q1
$937K Sell
16,291
-11,566
-42% -$666K 0.16% 35
2022
Q4
$1.59M Buy
27,857
+5,410
+24% +$308K 0.29% 30
2022
Q3
$1.12M Sell
22,447
-8,116
-27% -$404K 0.23% 32
2022
Q2
$1.6M Sell
30,563
-8,889
-23% -$465K 0.31% 31
2022
Q1
$2.17M Buy
+39,452
New +$2.17M 0.37% 29