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 |
|