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