Carson Wealth (CWM LLC)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.38M | Buy |
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|
2025
Q2 | $4.38M | Buy |
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|
2025
Q1 | $3.61M | Sell |
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|
2024
Q4 | $3.3M | Sell |
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|
2024
Q3 | $3.49M | Buy |
|
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|
2024
Q2 | $3.48M | Buy |
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|
2024
Q1 | $3.13M | Sell |
|
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|
2023
Q4 | $3.79M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $1.86M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q2 | $1.37M | Buy |
|