Beaird Harris 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
$2.61K Hold
37
﹤0.01% 475
2025
Q1
$2.71K Hold
37
﹤0.01% 419
2024
Q4
$2.32K Sell
37
-357
-91% -$22.4K ﹤0.01% 422
2024
Q3
$26K Sell
394
-321
-45% -$21.2K ﹤0.01% 276
2024
Q2
$51.6K Buy
715
+321
+81% +$23.2K ﹤0.01% 218
2024
Q1
$26.4K Sell
394
-54
-12% -$3.62K ﹤0.01% 254
2023
Q4
$29.5K Buy
448
+385
+611% +$25.3K ﹤0.01% 228
2023
Q3
$4.06K Buy
63
+54
+600% +$3.48K ﹤0.01% 321
2023
Q2
$544 Sell
9
-100
-92% -$6.04K ﹤0.01% 424
2023
Q1
$6.27K Sell
109
-285
-72% -$16.4K ﹤0.01% 303
2022
Q4
$22.4K Buy
394
+385
+4,278% +$21.9K ﹤0.01% 244
2022
Q3
$0 Hold
9
﹤0.01% 527
2022
Q2
$0 Sell
9
-91
-91% ﹤0.01% 572
2022
Q1
$5K Buy
+100
New +$5K ﹤0.01% 429