AOWM
Alpha Omega Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Sell |
5,046
-84
| -2% | -$5.91K | 0.06% | 165 |
|
|
2025
Q1 | $376K | Sell |
5,130
-350
| -6% | -$25.6K | 0.07% | 160 |
|
|
2024
Q4 | $343K | Sell |
5,480
-200
| -4% | -$12.5K | 0.07% | 164 |
|
|
2024
Q3 | $375K | Sell |
5,680
-420
| -7% | -$27.7K | 0.07% | 162 |
|
|
2024
Q2 | $440K | Hold |
6,100
| – | – | 0.08% | 156 |
|
|
2024
Q1 | $409K | Hold |
6,100
| – | – | 0.08% | 159 |
|
|
2023
Q4 | $401K | Buy |
6,100
+80
| +1% | +$5.26K | 0.07% | 155 |
|
|
2023
Q3 | $388K | Sell |
6,020
-100
| -2% | -$6.44K | 0.07% | 154 |
|
|
2023
Q2 | $370K | Sell |
6,120
-430
| -7% | -$26K | 0.06% | 156 |
|
|
2023
Q1 | $377K | Hold |
6,550
| – | – | 0.07% | 156 |
|
|
2022
Q4 | $373K | Hold |
6,550
| – | – | 0.07% | 156 |
|
|
2022
Q3 | $326K | Hold |
6,550
| – | – | 0.06% | 161 |
|
|
2022
Q2 | $342K | Sell |
6,550
-100
| -2% | -$5.22K | 0.06% | 162 |
|
|
2022
Q1 | $365K | Buy |
+6,650
| New | +$365K | 0.06% | 169 |
|