Berger Financial Group’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Buy	3,779 +3	+0.1%	+$211	0.02%	354
2025 Q1	$277K	Buy	3,776 +3	+0.1%	+$220	0.02%	344
2024 Q4	$236K	Buy	+3,773	New	+$236K	0.02%	367