AE 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 | $863K | Buy |
12,261
+1,130
| +10% | +$79.6K | 0.01% | 764 |
|
|
2025
Q1 | $816K | Sell |
11,131
-358
| -3% | -$26.2K | 0.01% | 768 |
|
|
2024
Q4 | $720K | Sell |
11,489
-826
| -7% | -$51.8K | 0.01% | 790 |
|
|
2024
Q3 | $812K | Buy |
12,315
+209
| +2% | +$13.8K | 0.01% | 754 |
|
|
2024
Q2 | $874K | Buy |
12,106
+1,416
| +13% | +$102K | 0.01% | 736 |
|
|
2024
Q1 | $717K | Sell |
10,690
-24,146
| -69% | -$1.62M | 0.01% | 734 |
|
|
2023
Q4 | $2.2M | Sell |
34,836
-2,776
| -7% | -$175K | 0.01% | 871 |
|
|
2023
Q3 | $2.42M | Sell |
37,612
-950
| -2% | -$61.2K | 0.01% | 783 |
|
|
2023
Q2 | $2.33M | Buy |
38,562
+5,181
| +16% | +$313K | 0.01% | 800 |
|
|
2023
Q1 | $1.92M | Sell |
33,381
-1,212
| -4% | -$69.7K | 0.01% | 820 |
|
|
2022
Q4 | $1.97M | Sell |
34,593
-2,962
| -8% | -$169K | 0.01% | 754 |
|
|
2022
Q3 | $1.87M | Sell |
37,555
-15,030
| -29% | -$748K | 0.01% | 718 |
|
|
2022
Q2 | $2.75M | Buy |
+52,585
| New | +$2.75M | 0.02% | 562 |
|