AWM
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Accredited Wealth Management’s Shell SHEL Stock Holding History

Accredited Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$63.4K Hold
900
– – 0.05% 124
2025
Q1 		$66K Hold
900
– – 0.06% 111
2024
Q4 		$56.4K Buy
+900
New +$56.4K 0.05% 131