Angeles 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 | $287K | Sell |
4,073
-709
| -15% | -$49.9K | 0.02% | 266 |
|
|
2025
Q1 | $350K | Sell |
4,782
-585
| -11% | -$42.9K | 0.03% | 179 |
|
|
2024
Q4 | $336K | Buy |
5,367
+1,747
| +48% | +$109K | 0.03% | 188 |
|
|
2024
Q3 | $239K | Sell |
3,620
-402
| -10% | -$26.5K | 0.02% | 241 |
|
|
2024
Q2 | $290K | Buy |
4,022
+1,010
| +34% | +$72.9K | 0.03% | 185 |
|
|
2024
Q1 | $202K | Sell |
3,012
-600
| -17% | -$40.2K | 0.02% | 220 |
|
|
2023
Q4 | $238K | Buy |
+3,612
| New | +$238K | 0.03% | 180 |
|