Atticus 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 | $29.2K | Buy |
+414
| New | +$29.2K | 0.01% | 374 |
|
2023
Q4 | – | Sell |
-317
| Closed | -$20.4K | – | 598 |
|
2023
Q3 | $20.4K | Hold |
317
| – | – | 0.01% | 333 |
|
2023
Q2 | $19.1K | Buy |
317
+42
| +15% | +$2.54K | 0.01% | 342 |
|
2023
Q1 | $15.8K | Hold |
275
| – | – | 0.01% | 339 |
|
2022
Q4 | $15.7K | Hold |
275
| – | – | 0.01% | 357 |
|
2022
Q3 | $14K | Hold |
275
| – | – | 0.01% | 357 |
|
2022
Q2 | $14K | Hold |
275
| – | – | 0.01% | 387 |
|
2022
Q1 | $15K | Buy |
+275
| New | +$15K | 0.01% | 370 |
|