Core Wealth Partners’s Shell SHEL Stock Holding History

Core Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Hold
2025 Q1	$663K	Hold
2024 Q4	$567K	Hold
2024 Q3	$597K	Hold
2024 Q2	$653K	Buy