Cordatus 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 | $377K | Sell |
5,359
-114
| -2% | -$8.02K | 0.09% | 129 |
|
2025
Q1 | $401K | Buy |
5,473
+96
| +2% | +$7.03K | 0.11% | 117 |
|
2024
Q4 | $337K | Buy |
5,377
+33
| +0.6% | +$2.07K | 0.09% | 124 |
|
2024
Q3 | $352K | Hold |
5,344
| – | – | 0.13% | 101 |
|
2024
Q2 | $386K | Buy |
+5,344
| New | +$386K | 0.14% | 97 |
|
2023
Q3 | – | Sell |
-6,148
| Closed | -$371K | – | 131 |
|
2023
Q2 | $371K | Buy |
+6,148
| New | +$371K | 0.14% | 108 |
|