Alliance Wealth Advisors (Pennsylvania)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,295
| Closed | -$315K | – | 149 |
|
|
2025
Q1 | $315K | Hold |
4,295
| – | – | 0.18% | 101 |
|
|
2024
Q4 | $269K | Buy |
4,295
+1
| +0% | +$63 | 0.15% | 116 |
|
|
2024
Q3 | $283K | Buy |
4,294
+1
| +0% | +$66 | 0.16% | 119 |
|
|
2024
Q2 | $310K | Sell |
4,293
-62
| -1% | -$4.48K | 0.2% | 98 |
|
|
2024
Q1 | $292K | Buy |
4,355
+2
| +0% | +$134 | 0.18% | 109 |
|
|
2023
Q4 | $286K | Buy |
4,353
+1
| +0% | +$66 | 0.19% | 103 |
|
|
2023
Q3 | $280K | Buy |
4,352
+1
| +0% | +$64 | 0.2% | 95 |
|
|
2023
Q2 | $263K | Buy |
4,351
+1
| +0% | +$60 | 0.19% | 109 |
|
|
2023
Q1 | $250K | Sell |
4,350
-115
| -3% | -$6.62K | 0.19% | 104 |
|
|
2022
Q4 | $254K | Sell |
4,465
-98
| -2% | -$5.58K | 0.21% | 94 |
|
|
2022
Q3 | $227K | Buy |
4,563
+2
| +0% | +$99 | 0.21% | 94 |
|
|
2022
Q2 | $239K | Buy |
+4,561
| New | +$239K | 0.21% | 96 |
|