Avior 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 | – | Sell |
-3,902
| Closed | -$286K | – | 771 |
|
|
2025
Q1 | $286K | Sell |
3,902
-5
| -0.1% | -$366 | 0.01% | 562 |
|
|
2024
Q4 | $245K | Buy |
3,907
+188
| +5% | +$11.8K | 0.01% | 648 |
|
|
2024
Q3 | $245K | Buy |
3,719
+2,536
| +214% | +$167K | 0.01% | 648 |
|
|
2024
Q2 | $85.5K | Sell |
1,183
-1,009
| -46% | -$72.9K | ﹤0.01% | 912 |
|
|
2024
Q1 | $147K | Buy |
2,192
+1,077
| +97% | +$72.2K | 0.01% | 800 |
|
|
2023
Q4 | $73.4K | Buy |
1,115
+6
| +0.5% | +$395 | ﹤0.01% | 666 |
|
|
2023
Q3 | $71.4K | Buy |
1,109
+6
| +0.5% | +$386 | ﹤0.01% | 693 |
|
|
2023
Q2 | $66.6K | Buy |
1,103
+145
| +15% | +$8.76K | ﹤0.01% | 705 |
|
|
2023
Q1 | $55.1K | Buy |
958
+43
| +5% | +$2.48K | ﹤0.01% | 745 |
|
|
2022
Q4 | $52.1K | Buy |
915
+5
| +0.5% | +$285 | ﹤0.01% | 619 |
|
|
2022
Q3 | $45K | Buy |
910
+155
| +21% | +$7.67K | ﹤0.01% | 621 |
|
|
2022
Q2 | $39K | Sell |
755
-6
| -0.8% | -$310 | ﹤0.01% | 607 |
|
|
2022
Q1 | $41K | Buy |
+761
| New | +$41K | ﹤0.01% | 626 |
|