Cassaday & Co Wealth Management’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$257K	Sell	3,646 -135	-4%	-$9.51K	0.01%	296
2025 Q1	$277K	Buy	3,781 +221	+6%	+$16.2K	0.01%	272
2024 Q4	$223K	Buy	+3,560	New	+$223K	0.01%	300
2024 Q3	–	Sell	-3,078	Closed	-$222K	–	315
2024 Q2	$222K	Buy	+3,078	New	+$222K	0.01%	264