Avantax Planning Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,001	Closed	-$220K	–	461
2025 Q1	$220K	Buy	+3,001	New	+$220K	0.01%	391
2024 Q3	–	Sell	-3,208	Closed	-$232K	–	480
2024 Q2	$232K	Sell	3,208 -29	-0.9%	-$2.09K	0.01%	409
2024 Q1	$217K	Buy	+3,237	New	+$217K	0.01%	430