DAS
Diversify Advisory Services’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $368K | Buy |
5,089
+881
| +21% | +$63.7K | 0.01% | 631 |
|
|
2025
Q1 | $276K | Buy |
4,208
+347
| +9% | +$22.7K | 0.02% | 520 |
|
|
2024
Q4 | $251K | Sell |
3,861
-405
| -9% | -$26.3K | 0.01% | 531 |
|
|
2024
Q3 | $286K | Sell |
4,266
-302
| -7% | -$20.2K | 0.02% | 512 |
|
|
2024
Q2 | $332K | Sell |
4,568
-1,588
| -26% | -$115K | 0.02% | 475 |
|
|
2024
Q1 | $418K | Buy |
+6,156
| New | +$418K | 0.02% | 464 |
|