Circle Wealth Management’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 | $645K | Sell |
|
|||||
|
2025
Q1 | $729K | Buy |
|
|||||
|
2024
Q4 | $584K | Sell |
|
|||||
|
2024
Q3 | $639K | Hold |
|
|||||
|
2024
Q2 | $700K | Hold |
|
|||||
|
2024
Q1 | $650K | Hold |
|
|||||
|
2023
Q4 | $638K | Sell |
|
|||||
|
2023
Q3 | $664K | Buy |
|
|||||
|
2023
Q2 | $487K | Buy |
|
|||||
|
2023
Q1 | $327K | Buy |
|
|||||
|
2022
Q4 | $213K | Buy |
|