Congress Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
24,587
+12,155
| +98% | +$856K | 0.02% | 583 |
|
|
2025
Q1 | $910K | Sell |
12,432
-1,201
| -9% | -$88K | 0.01% | 652 |
|
|
2024
Q4 | $854K | Sell |
13,633
-673
| -5% | -$42.2K | 0.01% | 543 |
|
|
2024
Q3 | $944K | Buy |
14,306
+8,276
| +137% | +$546K | 0.01% | 525 |
|
|
2024
Q2 | $435K | Buy |
+6,030
| New | +$435K | 0.01% | 554 |
|
|
2024
Q1 | – | Sell |
-5,444
| Closed | -$358K | – | 628 |
|
|
2023
Q4 | $358K | Buy |
+5,444
| New | +$358K | 0.01% | 507 |
|