AE Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $816K | Sell |
|
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|
2024
Q4 | $720K | Sell |
|
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|
2024
Q3 | $812K | Buy |
|
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|
2024
Q2 | $874K | Buy |
|
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|
2024
Q1 | $717K | Sell |
|
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|
2023
Q4 | $2.2M | Sell |
|
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|
2023
Q3 | $2.42M | Sell |
|
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|
2023
Q2 | $2.33M | Buy |
|
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|
2023
Q1 | $1.92M | Sell |
|
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|
2022
Q4 | $1.97M | Sell |
|
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|
2022
Q3 | $1.87M | Sell |
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|
2022
Q2 | $2.75M | Buy |
|