Apexium Financial’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 | $1.15M | Buy |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $509K | Buy |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $578K | Buy |
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|
2024
Q1 | $452K | Hold |
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|
2023
Q4 | $443K | Hold |
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|
2023
Q3 | $434K | Hold |
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|
2023
Q2 | $407K | Hold |
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|
2023
Q1 | $388K | Hold |
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|
2022
Q4 | $384K | Hold |
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|
2022
Q3 | $335K | Buy |
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