Daymark 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 | $610K | Sell |
8,661
-1,294
| -13% | -$91.1K | 0.02% | 321 |
|
|
2025
Q1 | $729K | Sell |
9,955
-9,981
| -50% | -$731K | 0.03% | 288 |
|
|
2024
Q4 | $1.25M | Sell |
19,936
-2,024
| -9% | -$127K | 0.05% | 205 |
|
|
2024
Q3 | $1.45M | Buy |
21,960
+958
| +5% | +$63.2K | 0.06% | 195 |
|
|
2024
Q2 | $1.52M | Buy |
21,002
+17,890
| +575% | +$1.29M | 0.07% | 185 |
|
|
2024
Q1 | $209K | Sell |
3,112
-200
| -6% | -$13.4K | 0.01% | 410 |
|
|
2023
Q4 | $218K | Sell |
3,312
-364
| -10% | -$24K | 0.01% | 372 |
|
|
2023
Q3 | $237K | Buy |
+3,676
| New | +$237K | 0.02% | 340 |
|