CFM Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $213K | Sell |
3,020
-347
| -10% | -$24.4K | 0.03% | 137 |
|
|
2025
Q1 | $247K | Hold |
3,367
| – | – | 0.04% | 124 |
|
|
2024
Q4 | $211K | Sell |
3,367
-1,402
| -29% | -$87.8K | 0.04% | 138 |
|
|
2024
Q3 | $315K | Hold |
4,769
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $344K | Buy |
4,769
+1,402
| +42% | +$101K | 0.06% | 120 |
|
|
2024
Q1 | $226K | Sell |
3,367
-131
| -4% | -$8.78K | 0.05% | 145 |
|
|
2023
Q4 | $230K | Buy |
+3,498
| New | +$230K | 0.05% | 152 |
|
|
2023
Q3 | – | Sell |
-3,498
| Closed | -$211K | – | 158 |
|
|
2023
Q2 | $211K | Hold |
3,498
| – | – | 0.05% | 158 |
|
|
2023
Q1 | $201K | Buy |
+3,498
| New | +$201K | 0.05% | 150 |
|