Aprio 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 | $307K | Sell |
4,363
-5,179
| -54% | -$365K | 0.03% | 285 |
|
|
2025
Q1 | $699K | Buy |
9,542
+3,768
| +65% | +$276K | 0.09% | 142 |
|
|
2024
Q4 | $362K | Buy |
5,774
+1,809
| +46% | +$113K | 0.05% | 178 |
|
|
2024
Q3 | $261K | Buy |
3,965
+489
| +14% | +$32.3K | 0.04% | 218 |
|
|
2024
Q2 | $251K | Buy |
3,476
+403
| +13% | +$29.1K | 0.05% | 200 |
|
|
2024
Q1 | $206K | Buy |
+3,073
| New | +$206K | 0.04% | 221 |
|