Creative Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $27.5M | Buy |
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|
2025
Q2 | $24.9M | Buy |
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|
2025
Q1 | $25.1M | Buy |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $20.2M | Buy |
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|
2024
Q2 | $21.1M | Buy |
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|
2024
Q1 | $17.6M | Buy |
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|
2023
Q4 | $16.1M | Sell |
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|
2023
Q3 | $16.7M | Buy |
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|
2023
Q2 | $11.1M | Buy |
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|
2023
Q1 | $7.65M | Sell |
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|
2022
Q4 | $8.39M | Buy |
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|
2022
Q3 | $6.77M | Buy |
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|
2022
Q2 | $6.06M | Buy |
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|
2022
Q1 | $4.78M | Buy |
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