Badgley Phelps Wealth Managers’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,518
| Closed | -$232K | – | 298 |
|
|
2024
Q3 | $232K | Buy |
3,518
+331
| +10% | +$21.8K | 0.01% | 273 |
|
|
2024
Q2 | $230K | Buy |
+3,187
| New | +$230K | 0.01% | 242 |
|
|
2023
Q2 | – | Sell |
-3,494
| Closed | -$201K | – | 236 |
|
|
2023
Q1 | $201K | Buy |
+3,494
| New | +$201K | 0.01% | 200 |
|
|
2022
Q3 | – | Sell |
-3,984
| Closed | -$208K | – | 208 |
|
|
2022
Q2 | $208K | Buy |
+3,984
| New | +$208K | 0.01% | 193 |
|