Bartlett & Co Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $509K | Sell |
|
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|
2025
Q2 | $502K | Buy |
|
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|
2025
Q1 | $522K | Sell |
|
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|
2024
Q4 | $451K | Sell |
|
|||||
|
2024
Q3 | $510K | Buy |
|
|||||
|
2024
Q2 | $542K | Sell |
|
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|
2024
Q1 | $532K | Buy |
|
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|
2023
Q4 | $507K | Sell |
|
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|
2023
Q3 | $526K | Sell |
|
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|
2023
Q2 | $537K | Buy |
|
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|
2023
Q1 | $306K | Hold |
|
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|
2022
Q4 | $303K | Sell |
|
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|
2022
Q3 | $273K | Buy |
|
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|
2022
Q2 | $281K | Buy |
|
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|
2022
Q1 | $292K | Buy |
|