BigSur 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 | $464K | Buy |
6,586
+50
| +0.8% | +$3.52K | 0.12% | 124 |
|
|
2025
Q1 | $479K | Hold |
6,536
| – | – | 0.13% | 119 |
|
|
2024
Q4 | $409K | Sell |
6,536
-230
| -3% | -$14.4K | 0.12% | 122 |
|
|
2024
Q3 | $446K | Buy |
6,766
+230
| +4% | +$15.2K | 0.12% | 122 |
|
|
2024
Q2 | $472K | Buy |
6,536
+1,500
| +30% | +$108K | 0.14% | 116 |
|
|
2024
Q1 | $338K | Buy |
5,036
+1,500
| +42% | +$101K | 0.11% | 122 |
|
|
2023
Q4 | $233K | Hold |
3,536
| – | – | 0.11% | 100 |
|
|
2023
Q3 | $228K | Hold |
3,536
| – | – | 0.11% | 96 |
|
|
2023
Q2 | $214K | Buy |
+3,536
| New | +$214K | 0.1% | 110 |
|