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 |
|