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 |
|