Alpha Omega 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
$355K Sell
2025
Q1
$376K Sell
2024
Q4
$343K Sell
2024
Q3
$375K Sell
2024
Q2
$440K Hold
2024
Q1
$409K Hold
2023
Q4
$401K Buy
2023
Q3
$388K Sell
2023
Q2
$370K Sell
2023
Q1
$377K Hold
2022
Q4
$373K Hold
2022
Q3
$326K Hold
2022
Q2
$342K Sell
2022
Q1
$365K Buy