Bison Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-35,856
| Closed | -$2.36M | – | 405 |
|
|
2024
Q3 | $2.36M | Buy |
35,856
+756
| +2% | +$49.9K | 0.38% | 65 |
|
|
2024
Q2 | $2.35M | Hold |
35,100
| – | – | 0.38% | 66 |
|
|
2024
Q1 | $2.35M | Buy |
35,100
+59
| +0.2% | +$3.96K | 0.38% | 66 |
|
|
2023
Q4 | $2.31M | Buy |
35,041
+2,590
| +8% | +$170K | 0.41% | 61 |
|
|
2023
Q3 | $2.09M | Buy |
32,451
+3,926
| +14% | +$253K | 0.41% | 61 |
|
|
2023
Q2 | $1.72M | Buy |
28,525
+4,642
| +19% | +$280K | 0.32% | 81 |
|
|
2023
Q1 | $1.44M | Buy |
23,883
+114
| +0.5% | +$6.88K | 0.45% | 67 |
|
|
2022
Q4 | $1.39M | Buy |
23,769
+3,673
| +18% | +$215K | 0.44% | 70 |
|
|
2022
Q3 | $999K | Buy |
+20,096
| New | +$999K | 0.39% | 79 |
|