Barlow Wealth Partners’s Shell SHEL Stock Holding History

Barlow Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Sell
2025 Q1	$215K	Hold
2024 Q4	$217K	Hold
2024 Q3	$230K	Hold
2024 Q2	$233K	Hold
2024 Q1	$237K	Hold
2023 Q4	$215K	Buy