Avidian Wealth Enterprises’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Buy |
23,919
+464
| +2% | +$32.7K | 0.07% | 149 |
|
|
2025
Q1 | $1.72M | Buy |
23,455
+1,712
| +8% | +$125K | 0.08% | 136 |
|
|
2024
Q4 | $1.36M | Sell |
21,743
-5,575
| -20% | -$349K | 0.06% | 152 |
|
|
2024
Q3 | $1.8M | Sell |
27,318
-103
| -0.4% | -$6.79K | 0.08% | 132 |
|
|
2024
Q2 | $1.98M | Buy |
27,421
+1,535
| +6% | +$111K | 0.08% | 114 |
|
|
2024
Q1 | $1.74M | Buy |
25,886
+2,465
| +11% | +$165K | 0.08% | 119 |
|
|
2023
Q4 | $1.54M | Buy |
23,421
+1,281
| +6% | +$84.3K | 0.09% | 127 |
|
|
2023
Q3 | $1.43M | Sell |
22,140
-4,255
| -16% | -$274K | 0.1% | 127 |
|
|
2023
Q2 | $1.59M | Sell |
26,395
-13,757
| -34% | -$831K | 0.1% | 131 |
|
|
2023
Q1 | $2.31M | Buy |
40,152
+6,548
| +19% | +$377K | 0.13% | 132 |
|
|
2022
Q4 | $1.91M | Buy |
33,604
+5,957
| +22% | +$339K | 0.12% | 124 |
|
|
2022
Q3 | $1.38M | Buy |
27,647
+475
| +2% | +$23.6K | 0.1% | 126 |
|
|
2022
Q2 | $1.42M | Buy |
27,172
+6,259
| +30% | +$327K | 0.1% | 131 |
|
|
2022
Q1 | $1.15M | Buy |
+20,913
| New | +$1.15M | 0.07% | 168 |
|