Cherry Tree 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	–	Sell	-135	Closed	-$9.89K	–	728
2025 Q1	$9.89K	Hold	135	–	–	﹤0.01%	423
2024 Q4	$8.46K	Hold	135	–	–	﹤0.01%	436
2024 Q3	$8.9K	Hold	135	–	–	﹤0.01%	433
2024 Q2	$9.75K	Buy	+135	New	+$9.75K	﹤0.01%	398