Apexium Financial’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
16,378
+348
| +2% | +$24.5K | 0.06% | 117 |
|
|
2025
Q1 | $1.17M | Buy |
16,030
+7,900
| +97% | +$579K | 0.07% | 111 |
|
|
2024
Q4 | $509K | Buy |
8,130
+144
| +2% | +$9.02K | 0.03% | 162 |
|
|
2024
Q3 | $527K | Sell |
7,986
-25
| -0.3% | -$1.65K | 0.03% | 141 |
|
|
2024
Q2 | $578K | Buy |
8,011
+1,275
| +19% | +$92K | 0.04% | 124 |
|
|
2024
Q1 | $452K | Hold |
6,736
| – | – | 0.03% | 152 |
|
|
2023
Q4 | $443K | Hold |
6,736
| – | – | 0.03% | 184 |
|
|
2023
Q3 | $434K | Hold |
6,736
| – | – | 0.04% | 139 |
|
|
2023
Q2 | $407K | Hold |
6,736
| – | – | 0.04% | 151 |
|
|
2023
Q1 | $388K | Hold |
6,736
| – | – | 0.04% | 150 |
|
|
2022
Q4 | $384K | Hold |
6,736
| – | – | 0.04% | 145 |
|
|
2022
Q3 | $335K | Buy |
+6,736
| New | +$335K | 0.04% | 146 |
|