Carolinas Wealth Consulting’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-209
Closed -$15.3K 776
2025
Q1
$15.3K Sell
209
-4
-2% -$293 ﹤0.01% 482
2024
Q4
$13.3K Sell
213
-49
-19% -$3.07K ﹤0.01% 519
2024
Q3
$17.3K Sell
262
-49
-16% -$3.23K ﹤0.01% 490
2024
Q2
$22.4K Buy
311
+16
+5% +$1.16K ﹤0.01% 465
2024
Q1
$19.8K Hold
295
﹤0.01% 483
2023
Q4
$19.4K Hold
295
﹤0.01% 447
2023
Q3
$19.2K Buy
295
+68
+30% +$4.43K ﹤0.01% 441
2023
Q2
$13.7K Sell
227
-2
-0.9% -$121 ﹤0.01% 548
2023
Q1
$13.2K Hold
229
﹤0.01% 564
2022
Q4
$13K Buy
229
+79
+53% +$4.5K ﹤0.01% 572
2022
Q3
$7K Buy
+150
New +$7K ﹤0.01% 634
2022
Q2
Sell
-89
Closed -$5K 946
2022
Q1
$5K Buy
+89
New +$5K ﹤0.01% 705