Cary Street Partners Investment Advisory’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
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|
2025
Q1 | $198K | Buy |
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|
2024
Q4 | $28.1K | Sell |
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|
2024
Q3 | $5.53M | Sell |
|
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|
2024
Q2 | $6.37M | Buy |
|
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|
2024
Q1 | $5.68M | Sell |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $5.71M | Buy |
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|
2023
Q2 | $2.03M | Buy |
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|
2023
Q1 | $1.93M | Buy |
|
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.75M | Buy |
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|
2022
Q1 | $1.62M | Buy |
|