AEPWM
Atlantic Edge Private Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $91.5K | Hold |
1,300
| – | – | 0.03% | 167 |
|
|
2025
Q1 | $95.3K | Hold |
1,300
| – | – | 0.03% | 164 |
|
|
2024
Q4 | $81.4K | Hold |
1,300
| – | – | 0.03% | 171 |
|
|
2024
Q3 | $85.7K | Hold |
1,300
| – | – | 0.03% | 171 |
|
|
2024
Q2 | $93.8K | Hold |
1,300
| – | – | 0.03% | 163 |
|
|
2024
Q1 | $87.2K | Hold |
1,300
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $85.5K | Buy |
+1,300
| New | +$85.5K | 0.03% | 156 |
|