Beverly Hills Private Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Sell |
7,821
-331
| -4% | -$23.3K | 0.1% | 162 |
|
|
2025
Q1 | $597K | Buy |
8,152
+50
| +0.6% | +$3.66K | 0.12% | 151 |
|
|
2024
Q4 | $508K | Sell |
8,102
-811
| -9% | -$50.8K | 0.1% | 171 |
|
|
2024
Q3 | $588K | Sell |
8,913
-946
| -10% | -$62.4K | 0.12% | 166 |
|
|
2024
Q2 | $712K | Buy |
9,859
+88
| +0.9% | +$6.35K | 0.15% | 141 |
|
|
2024
Q1 | $655K | Buy |
9,771
+2,065
| +27% | +$138K | 0.15% | 151 |
|
|
2023
Q4 | $507K | Buy |
7,706
+2,478
| +47% | +$163K | 0.13% | 164 |
|
|
2023
Q3 | $337K | Buy |
5,228
+1,364
| +35% | +$87.8K | 0.1% | 216 |
|
|
2023
Q2 | $236K | Buy |
+3,864
| New | +$236K | 0.04% | 296 |
|