Avion Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80K | Sell |
1,142
-7
| -0.6% | -$490 | 0.02% | 162 |
|
|
2025
Q1 | $71K | Hold |
1,149
| – | – | 0.02% | 156 |
|
|
2024
Q4 | $71K | Sell |
1,149
-100
| -8% | -$6.18K | 0.02% | 156 |
|
|
2024
Q3 | $82K | Sell |
1,249
-739
| -37% | -$48.5K | 0.02% | 134 |
|
|
2024
Q2 | $143K | Sell |
1,988
-1,617
| -45% | -$116K | 0.04% | 89 |
|
|
2024
Q1 | $242K | Buy |
3,605
+1,217
| +51% | +$81.7K | 0.06% | 68 |
|
|
2023
Q4 | $157K | Sell |
2,388
-400
| -14% | -$26.3K | 0.04% | 83 |
|
|
2023
Q3 | $179K | Sell |
2,788
-46
| -2% | -$2.95K | 0.05% | 72 |
|
|
2023
Q2 | $171K | Buy |
2,834
+195
| +7% | +$11.8K | 0.04% | 77 |
|
|
2023
Q1 | $150K | Sell |
2,639
-291
| -10% | -$16.5K | 0.04% | 80 |
|
|
2022
Q4 | $145K | Hold |
2,930
| – | – | 0.05% | 79 |
|
|
2022
Q3 | $146K | Sell |
2,930
-294
| -9% | -$14.7K | 0.05% | 79 |
|
|
2022
Q2 | $169K | Buy |
3,224
+88
| +3% | +$4.61K | 0.05% | 66 |
|
|
2022
Q1 | $172K | Buy |
+3,136
| New | +$172K | 0.05% | 62 |
|