Confluence Wealth Services’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 | $228K | Sell |
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|
2025
Q1 | $239K | Hold |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $253K | Sell |
|
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|
2024
Q2 | $280K | Sell |
|
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|
2024
Q1 | $285K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $340K | Buy |
|
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|
2023
Q2 | $291K | Sell |
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|
2023
Q1 | $280K | Buy |
|
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|
2022
Q4 | $262K | Sell |
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|
2022
Q3 | $257K | Sell |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $347K | Buy |
|