AllSquare 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 | $292K | Buy |
4,150
+1,150
| +38% | +$81K | 0.16% | 80 |
|
|
2025
Q1 | $220K | Hold |
3,000
| – | – | 0.13% | 99 |
|
|
2024
Q4 | $188K | Sell |
3,000
-2,000
| -40% | -$125K | 0.11% | 109 |
|
|
2024
Q3 | $330K | Buy |
5,000
+300
| +6% | +$19.8K | 0.19% | 74 |
|
|
2024
Q2 | $339K | Hold |
4,700
| – | – | 0.2% | 70 |
|
|
2024
Q1 | $315K | Hold |
4,700
| – | – | 0.18% | 74 |
|
|
2023
Q4 | $309K | Hold |
4,700
| – | – | 0.19% | 74 |
|
|
2023
Q3 | $303K | Buy |
4,700
+2,000
| +74% | +$129K | 0.2% | 73 |
|
|
2023
Q2 | $155K | Hold |
2,700
| – | – | 0.1% | 109 |
|
|
2023
Q1 | $155K | Hold |
2,700
| – | – | 0.1% | 115 |
|
|
2022
Q4 | $154K | Buy |
2,700
+2,400
| +800% | +$137K | 0.11% | 106 |
|
|
2022
Q3 | $15K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2022
Q2 | $16K | Hold |
300
| – | – | 0.01% | 312 |
|
|
2022
Q1 | $16K | Buy |
+300
| New | +$16K | 0.01% | 338 |
|