Cornerstone Planning Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.8K | Buy |
867
+119
| +16% | +$8.61K | 0.01% | 206 |
|
|
2025
Q1 | $48.3K | Buy |
748
+581
| +348% | +$37.5K | 0.01% | 246 |
|
|
2024
Q4 | $10.9K | Buy |
167
+55
| +49% | +$3.58K | ﹤0.01% | 414 |
|
|
2024
Q3 | $7.31K | Sell |
112
-25
| -18% | -$1.63K | ﹤0.01% | 484 |
|
|
2024
Q2 | $9.59K | Sell |
137
-202
| -60% | -$14.1K | ﹤0.01% | 444 |
|
|
2024
Q1 | $24.5K | Buy |
+339
| New | +$24.5K | 0.01% | 270 |
|
|
2023
Q4 | – | Sell |
-19
| Closed | -$1.22K | – | 1013 |
|
|
2023
Q3 | $1.22K | Hold |
19
| – | – | ﹤0.01% | 748 |
|
|
2023
Q2 | $1.15K | Buy |
+19
| New | +$1.15K | ﹤0.01% | 1317 |
|
|
2022
Q4 | $14.3K | Buy |
+242
| New | +$14.3K | 0.01% | 534 |
|