Barlow Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
2,950
-322
| -10% | -$23.3K | 0.03% | 130 |
|
|
2025
Q1 | $215K | Hold |
3,272
| – | – | 0.03% | 129 |
|
|
2024
Q4 | $217K | Hold |
3,272
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $230K | Hold |
3,272
| – | – | 0.03% | 141 |
|
|
2024
Q2 | $233K | Hold |
3,272
| – | – | 0.03% | 138 |
|
|
2024
Q1 | $237K | Hold |
3,272
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $215K | Buy |
+3,272
| New | +$215K | 0.03% | 142 |
|