Axxcess Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
6,112
+2
| +0% | +$141 | 0.01% | 630 |
|
|
2025
Q1 | $448K | Buy |
6,110
+52
| +0.9% | +$3.81K | 0.01% | 582 |
|
|
2024
Q4 | $380K | Buy |
6,058
+2
| +0% | +$125 | 0.01% | 608 |
|
|
2024
Q3 | $399K | Sell |
6,056
-2,252
| -27% | -$149K | 0.01% | 604 |
|
|
2024
Q2 | $600K | Sell |
8,308
-793
| -9% | -$57.2K | 0.02% | 484 |
|
|
2024
Q1 | $610K | Buy |
9,101
+88
| +1% | +$5.9K | 0.02% | 488 |
|
|
2023
Q4 | $593K | Buy |
+9,013
| New | +$593K | 0.02% | 471 |
|
|
2023
Q1 | – | Sell |
-4,140
| Closed | -$236K | – | 678 |
|
|
2022
Q4 | $236K | Buy |
+4,140
| New | +$236K | 0.02% | 508 |
|