Corient Private Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2M | Buy |
795,007
+379,644
| +91% | +$26.9M | 0.06% | 239 |
|
|
2025
Q1 | $30.4M | Sell |
415,363
-44,729
| -10% | -$3.28M | 0.05% | 310 |
|
|
2024
Q4 | $28.6M | Sell |
460,092
-16,306
| -3% | -$1.01M | 0.05% | 323 |
|
|
2024
Q3 | $31.4M | Sell |
476,398
-4,749
| -1% | -$313K | 0.05% | 318 |
|
|
2024
Q2 | $34.7M | Buy |
481,147
+34,103
| +8% | +$2.46M | 0.06% | 285 |
|
|
2024
Q1 | $30M | Sell |
447,044
-156,552
| -26% | -$10.5M | 0.05% | 316 |
|
|
2023
Q4 | $39.7M | Buy |
603,596
+14,481
| +2% | +$953K | 0.07% | 259 |
|
|
2023
Q3 | $37.9M | Sell |
589,115
-24,031
| -4% | -$1.55M | 0.09% | 243 |
|
|
2023
Q2 | $37M | Buy |
613,146
+124,613
| +26% | +$7.52M | 0.09% | 236 |
|
|
2023
Q1 | $28.1M | Buy |
488,533
+220,681
| +82% | +$12.7M | 0.08% | 252 |
|
|
2022
Q4 | $15.3M | Buy |
+267,852
| New | +$15.3M | 0.06% | 302 |
|