Concord Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Hold |
464
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $34K | Hold |
464
| – | – | 0.01% | 375 |
|
|
2024
Q4 | $29.1K | Hold |
464
| – | – | ﹤0.01% | 409 |
|
|
2024
Q3 | $30.6K | Hold |
464
| – | – | 0.01% | 403 |
|
|
2024
Q2 | $33.5K | Hold |
464
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $31.1K | Hold |
464
| – | – | 0.01% | 428 |
|
|
2023
Q4 | $30.5K | Hold |
464
| – | – | 0.01% | 430 |
|
|
2023
Q3 | $29.9K | Sell |
464
-200
| -30% | -$12.9K | 0.01% | 448 |
|
|
2023
Q2 | $40.1K | Hold |
664
| – | – | 0.01% | 394 |
|
|
2023
Q1 | $38.2K | Hold |
664
| – | – | 0.01% | 385 |
|
|
2022
Q4 | $37.8K | Buy |
+664
| New | +$37.8K | 0.01% | 418 |
|
|
2022
Q3 | – | Sell |
-664
| Closed | -$35K | – | 964 |
|
|
2022
Q2 | $35K | Buy |
+664
| New | +$35K | 0.01% | 429 |
|