CWS
Confluence Wealth Services’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
3,241
-457
| -12% | -$32.2K | 0.01% | 338 |
|
|
2025
Q1 | $239K | Hold |
3,698
| – | – | 0.02% | 315 |
|
|
2024
Q4 | $247K | Sell |
3,698
-140
| -4% | -$9.33K | 0.02% | 298 |
|
|
2024
Q3 | $253K | Sell |
3,838
-41
| -1% | -$2.7K | 0.02% | 303 |
|
|
2024
Q2 | $280K | Sell |
3,879
-369
| -9% | -$26.6K | 0.02% | 311 |
|
|
2024
Q1 | $285K | Sell |
4,248
-804
| -16% | -$53.9K | 0.03% | 275 |
|
|
2023
Q4 | $332K | Sell |
5,052
-232
| -4% | -$15.3K | 0.04% | 225 |
|
|
2023
Q3 | $340K | Buy |
5,284
+471
| +10% | +$30.3K | 0.07% | 195 |
|
|
2023
Q2 | $291K | Sell |
4,813
-60
| -1% | -$3.62K | 0.06% | 216 |
|
|
2023
Q1 | $280K | Buy |
4,873
+280
| +6% | +$16.1K | 0.07% | 204 |
|
|
2022
Q4 | $262K | Sell |
4,593
-575
| -11% | -$32.7K | 0.07% | 195 |
|
|
2022
Q3 | $257K | Sell |
5,168
-927
| -15% | -$46.1K | 0.11% | 190 |
|
|
2022
Q2 | $328K | Sell |
6,095
-230
| -4% | -$12.4K | 0.14% | 188 |
|
|
2022
Q1 | $347K | Buy |
+6,325
| New | +$347K | 0.13% | 174 |
|