Aries 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 | $641K | Buy |
9,100
+490
| +6% | +$34.5K | 0.17% | 119 |
|
|
2025
Q1 | $631K | Sell |
8,610
-16
| -0.2% | -$1.17K | 0.17% | 116 |
|
|
2024
Q4 | $540K | Buy |
8,626
+1,815
| +27% | +$114K | 0.15% | 132 |
|
|
2024
Q3 | $449K | Buy |
6,811
+175
| +3% | +$11.5K | 0.12% | 146 |
|
|
2024
Q2 | $479K | Buy |
6,636
+1,367
| +26% | +$98.7K | 0.15% | 125 |
|
|
2024
Q1 | $353K | Hold |
5,269
| – | – | 0.11% | 148 |
|
|
2023
Q4 | $347K | Hold |
5,269
| – | – | 0.12% | 141 |
|
|
2023
Q3 | $359K | Sell |
5,269
-32
| -0.6% | -$2.18K | 0.14% | 132 |
|
|
2023
Q2 | $320K | Sell |
5,301
-226
| -4% | -$13.6K | 0.12% | 146 |
|
|
2023
Q1 | $318K | Buy |
5,527
+240
| +5% | +$13.8K | 0.13% | 142 |
|
|
2022
Q4 | $301K | Hold |
5,287
| – | – | 0.13% | 147 |
|
|
2022
Q3 | $294K | Buy |
5,287
+60
| +1% | +$3.34K | 0.13% | 141 |
|
|
2022
Q2 | $273K | Buy |
+5,227
| New | +$273K | 0.12% | 135 |
|