Bartlett & Co 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 | $502K | Buy |
7,132
+13
| +0.2% | +$915 | 0.01% | 332 |
|
|
2025
Q1 | $522K | Sell |
7,119
-75
| -1% | -$5.5K | 0.01% | 322 |
|
|
2024
Q4 | $451K | Sell |
7,194
-543
| -7% | -$34K | 0.01% | 339 |
|
|
2024
Q3 | $510K | Buy |
7,737
+234
| +3% | +$15.4K | 0.01% | 326 |
|
|
2024
Q2 | $542K | Sell |
7,503
-436
| -5% | -$31.5K | 0.01% | 314 |
|
|
2024
Q1 | $532K | Buy |
7,939
+194
| +3% | +$13K | 0.01% | 319 |
|
|
2023
Q4 | $507K | Sell |
7,745
-426
| -5% | -$27.9K | 0.01% | 348 |
|
|
2023
Q3 | $526K | Sell |
8,171
-728
| -8% | -$46.9K | 0.01% | 330 |
|
|
2023
Q2 | $537K | Buy |
8,899
+3,583
| +67% | +$216K | 0.01% | 336 |
|
|
2023
Q1 | $306K | Hold |
5,316
| – | – | 0.01% | 342 |
|
|
2022
Q4 | $303K | Sell |
5,316
-168
| -3% | -$9.57K | 0.01% | 343 |
|
|
2022
Q3 | $273K | Buy |
5,484
+101
| +2% | +$5.03K | 0.01% | 340 |
|
|
2022
Q2 | $281K | Buy |
5,383
+63
| +1% | +$3.29K | 0.01% | 335 |
|
|
2022
Q1 | $292K | Buy |
+5,320
| New | +$292K | 0.01% | 347 |
|