Circle 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 | $645K | Sell |
9,155
-798
| -8% | -$56.2K | 0.01% | 145 |
|
|
2025
Q1 | $729K | Buy |
9,953
+637
| +7% | +$46.7K | 0.02% | 136 |
|
|
2024
Q4 | $584K | Sell |
9,316
-379
| -4% | -$23.7K | 0.01% | 158 |
|
|
2024
Q3 | $639K | Hold |
9,695
| – | – | 0.01% | 150 |
|
|
2024
Q2 | $700K | Hold |
9,695
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $650K | Hold |
9,695
| – | – | 0.02% | 128 |
|
|
2023
Q4 | $638K | Sell |
9,695
-615
| -6% | -$40.5K | 0.02% | 122 |
|
|
2023
Q3 | $664K | Buy |
10,310
+2,247
| +28% | +$145K | 0.02% | 112 |
|
|
2023
Q2 | $487K | Buy |
8,063
+2,387
| +42% | +$144K | 0.06% | 104 |
|
|
2023
Q1 | $327K | Buy |
5,676
+1,943
| +52% | +$112K | 0.05% | 131 |
|
|
2022
Q4 | $213K | Buy |
+3,733
| New | +$213K | 0.03% | 153 |
|