ARS Wealth Advisors Group’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
26,967
-2,659
-9% -$187K 0.22% 58
2025
Q1
$2.17M Sell
29,626
-953
-3% -$69.8K 0.31% 45
2024
Q4
$1.92M Sell
30,579
-1,716
-5% -$108K 0.26% 49
2024
Q3
$2.13M Sell
32,295
-52
-0.2% -$3.43K 0.26% 51
2024
Q2
$2.33M Sell
32,347
-3,410
-10% -$246K 0.3% 46
2024
Q1
$2.4M Sell
35,757
-69,520
-66% -$4.66M 0.32% 44
2023
Q4
$6.93M Sell
105,277
-17,494
-14% -$1.15M 1.03% 32
2023
Q3
$7.9M Sell
122,771
-879
-0.7% -$56.6K 1.3% 30
2023
Q2
$7.47M Buy
123,650
+1,110
+0.9% +$67K 1.19% 32
2023
Q1
$7.05M Buy
122,540
+31,871
+35% +$1.83M 1.3% 33
2022
Q4
$5.16M Sell
90,669
-338
-0.4% -$19.2K 0.85% 45
2022
Q3
$4.53M Buy
91,007
+2,045
+2% +$102K 0.69% 48
2022
Q2
$4.65M Buy
+88,962
New +$4.65M 0.64% 54