Clearstead Advisors’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 | $1.51M | Sell |
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|
2025
Q1 | $1.59M | Sell |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.31M | Buy |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $2.19M | Buy |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $786K | Buy |
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|
2022
Q4 | $776K | Buy |
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|
2022
Q3 | $673K | Buy |
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|
2022
Q2 | $705K | Sell |
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|
2022
Q1 | $742K | Buy |
|