Bogart Wealth LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Buy |
11,953
+43
| +0.4% | +$3.03K | 0.04% | 132 |
|
|
2025
Q1 | $873K | Sell |
11,910
-5,158
| -30% | -$378K | 0.04% | 127 |
|
|
2024
Q4 | $1.07M | Buy |
17,068
+322
| +2% | +$20.2K | 0.05% | 125 |
|
|
2024
Q3 | $1.1M | Buy |
16,746
+87
| +0.5% | +$5.74K | 0.05% | 123 |
|
|
2024
Q2 | $1.2M | Buy |
16,659
+66
| +0.4% | +$4.76K | 0.06% | 120 |
|
|
2024
Q1 | $1.11M | Buy |
16,593
+2,079
| +14% | +$139K | 0.06% | 117 |
|
|
2023
Q4 | $955K | Sell |
14,514
-3,279
| -18% | -$216K | 0.05% | 125 |
|
|
2023
Q3 | $1.15M | Sell |
17,793
-47
| -0.3% | -$3.03K | 0.07% | 120 |
|
|
2023
Q2 | $1.08M | Buy |
17,840
+3,256
| +22% | +$197K | 0.07% | 120 |
|
|
2023
Q1 | $839K | Sell |
14,584
-5,005
| -26% | -$288K | 0.06% | 126 |
|
|
2022
Q4 | $1.12M | Sell |
19,589
-559
| -3% | -$31.8K | 0.08% | 121 |
|
|
2022
Q3 | $1M | Buy |
20,148
+236
| +1% | +$11.7K | 0.08% | 112 |
|
|
2022
Q2 | $1.04M | Buy |
19,912
+654
| +3% | +$34.2K | 0.09% | 109 |
|
|
2022
Q1 | $1.06M | Buy |
+19,258
| New | +$1.06M | 0.09% | 111 |
|