Cyndeo Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Sell |
14,739
-71
| -0.5% | -$5K | 0.06% | 225 |
|
|
2025
Q1 | $1.09M | Buy |
14,810
+129
| +0.9% | +$9.45K | 0.07% | 206 |
|
|
2024
Q4 | $920K | Hold |
14,681
| – | – | 0.06% | 223 |
|
|
2024
Q3 | $968K | Sell |
14,681
-28
| -0.2% | -$1.85K | 0.07% | 218 |
|
|
2024
Q2 | $1.06M | Sell |
14,709
-13
| -0.1% | -$938 | 0.08% | 205 |
|
|
2024
Q1 | $987K | Buy |
14,722
+12
| +0.1% | +$804 | 0.08% | 201 |
|
|
2023
Q4 | $968K | Hold |
14,710
| – | – | 0.09% | 186 |
|
|
2023
Q3 | $947K | Buy |
14,710
+27
| +0.2% | +$1.74K | 0.1% | 173 |
|
|
2023
Q2 | $887K | Sell |
14,683
-311
| -2% | -$18.8K | 0.09% | 176 |
|
|
2023
Q1 | $863K | Hold |
14,994
| – | – | 0.09% | 181 |
|
|
2022
Q4 | $854K | Buy |
+14,994
| New | +$854K | 0.1% | 181 |
|