Arete Wealth Advisors’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 | $302K | Buy |
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|
2025
Q1 | $301K | Sell |
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|
2024
Q4 | $279K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $999K | Buy |
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|
2024
Q1 | $898K | Sell |
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|
2023
Q4 | $991K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $650K | Buy |
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|
2023
Q1 | $553K | Sell |
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|
2022
Q4 | $554M | Sell |
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|
2022
Q3 | $488K | Buy |
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|
2022
Q2 | $212K | Sell |
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|
2022
Q1 | $413K | Buy |
|