Braun-Bostich & Associates’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Sell
3,955
-42
-1% -$2.96K 0.19% 88
2025
Q1
$293K Buy
3,997
+302
+8% +$22.1K 0.22% 87
2024
Q4
$231K Sell
3,695
-510
-12% -$32K 0.17% 95
2024
Q3
$277K Sell
4,205
-27
-0.6% -$1.78K 0.19% 87
2024
Q2
$305K Buy
+4,232
New +$305K 0.23% 77