Atria Wealth Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $921K | Sell |
12,995
-13,649
| -51% | -$967K | 0.02% | 667 |
|
|
2025
Q1 | $1.95M | Sell |
26,644
-18,014
| -40% | -$1.32M | 0.02% | 638 |
|
|
2024
Q4 | $2.8M | Buy |
44,658
+7,219
| +19% | +$452K | 0.03% | 524 |
|
|
2024
Q3 | $2.47M | Sell |
37,439
-1,170
| -3% | -$77.2K | 0.03% | 552 |
|
|
2024
Q2 | $2.79M | Sell |
38,609
-15,905
| -29% | -$1.15M | 0.03% | 516 |
|
|
2024
Q1 | $3.65M | Buy |
54,514
+698
| +1% | +$46.8K | 0.04% | 426 |
|
|
2023
Q4 | $3.54M | Sell |
53,816
-1,021
| -2% | -$67.2K | 0.04% | 407 |
|
|
2023
Q3 | $3.53M | Sell |
54,837
-592
| -1% | -$38.1K | 0.05% | 384 |
|
|
2023
Q2 | $3.35M | Buy |
55,429
+4,945
| +10% | +$299K | 0.05% | 397 |
|
|
2023
Q1 | $2.9M | Sell |
50,484
-394
| -0.8% | -$22.7K | 0.04% | 413 |
|
|
2022
Q4 | $2.9M | Buy |
50,878
+1,814
| +4% | +$103K | 0.05% | 392 |
|
|
2022
Q3 | $2.44M | Buy |
49,064
+44,999
| +1,107% | +$2.24M | 0.04% | 409 |
|
|
2022
Q2 | $213K | Sell |
4,065
-12,328
| -75% | -$646K | ﹤0.01% | 1394 |
|
|
2022
Q1 | $901K | Buy |
+16,393
| New | +$901K | 0.02% | 781 |
|