Chemistry 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 | $598K | Buy |
8,497
+101
| +1% | +$7.11K | 0.13% | 100 |
|
|
2025
Q1 | $615K | Buy |
8,396
+20
| +0.2% | +$1.47K | 0.14% | 94 |
|
|
2024
Q4 | $525K | Buy |
8,376
+344
| +4% | +$21.6K | 0.12% | 99 |
|
|
2024
Q3 | $530K | Buy |
8,032
+97
| +1% | +$6.4K | 0.13% | 98 |
|
|
2024
Q2 | $573K | Buy |
7,935
+387
| +5% | +$27.9K | 0.15% | 87 |
|
|
2024
Q1 | $506K | Buy |
7,548
+516
| +7% | +$34.6K | 0.14% | 98 |
|
|
2023
Q4 | $463K | Buy |
7,032
+505
| +8% | +$33.2K | 0.14% | 95 |
|
|
2023
Q3 | $420K | Buy |
6,527
+2,572
| +65% | +$166K | 0.14% | 94 |
|
|
2023
Q2 | $239K | Hold |
3,955
| – | – | 0.08% | 132 |
|
|
2023
Q1 | $228K | Hold |
3,955
| – | – | 0.08% | 128 |
|
|
2022
Q4 | $225K | Buy |
+3,955
| New | +$225K | 0.09% | 125 |
|
|
2022
Q3 | – | Sell |
-3,955
| Closed | -$207K | – | 134 |
|
|
2022
Q2 | $207K | Hold |
3,955
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $217K | Buy |
+3,955
| New | +$217K | 0.07% | 130 |
|