Ameliora 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 | $121K | Hold |
1,720
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $126K | Sell |
1,720
-1,280
| -43% | -$93.8K | 0.05% | 122 |
|
|
2024
Q4 | $188K | Hold |
3,000
| – | – | 0.07% | 100 |
|
|
2024
Q3 | $198K | Hold |
3,000
| – | – | 0.08% | 82 |
|
|
2024
Q2 | $217K | Hold |
3,000
| – | – | 0.1% | 81 |
|
|
2024
Q1 | $201K | Buy |
+3,000
| New | +$201K | 0.09% | 88 |
|