BKM 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 | $726K | Sell |
10,313
-23
| -0.2% | -$1.62K | 0.28% | 85 |
|
|
2025
Q1 | $757K | Buy |
10,336
+374
| +4% | +$27.4K | 0.31% | 81 |
|
|
2024
Q4 | $624K | Buy |
9,962
+541
| +6% | +$33.9K | 0.26% | 90 |
|
|
2024
Q3 | $621K | Buy |
9,421
+1,093
| +13% | +$72.1K | 0.25% | 97 |
|
|
2024
Q2 | $601K | Sell |
8,328
-117
| -1% | -$8.45K | 0.29% | 92 |
|
|
2024
Q1 | $566K | Buy |
8,445
+3,031
| +56% | +$203K | 0.24% | 98 |
|
|
2023
Q4 | $356K | Buy |
+5,414
| New | +$356K | 0.15% | 118 |
|