Comprehensive Money Management Services’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$279K Sell
3,957
-218
-5% -$15.3K 0.21% 143
2025
Q1
$306K Hold
4,175
0.25% 134
2024
Q4
$262K Buy
+4,175
New +$262K 0.22% 143