Drive Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $477K | Buy |
6,773
+591
| +10% | +$41.6K | 0.1% | 165 |
|
|
2025
Q1 | $453K | Buy |
6,182
+47
| +0.8% | +$3.44K | 0.11% | 152 |
|
|
2024
Q4 | $384K | Sell |
6,135
-662
| -10% | -$41.5K | 0.09% | 171 |
|
|
2024
Q3 | $448K | Sell |
6,797
-192
| -3% | -$12.7K | 0.12% | 147 |
|
|
2024
Q2 | $504K | Sell |
6,989
-68
| -1% | -$4.91K | 0.14% | 131 |
|
|
2024
Q1 | $473K | Sell |
7,057
-292
| -4% | -$19.6K | 0.13% | 143 |
|
|
2023
Q4 | $484K | Sell |
7,349
-121
| -2% | -$7.96K | 0.16% | 122 |
|
|
2023
Q3 | $481K | Buy |
7,470
+215
| +3% | +$13.8K | 0.18% | 112 |
|
|
2023
Q2 | $438K | Sell |
7,255
-24
| -0.3% | -$1.45K | 0.16% | 126 |
|
|
2023
Q1 | $419K | Sell |
7,279
-797
| -10% | -$45.9K | 0.18% | 139 |
|
|
2022
Q4 | $460K | Buy |
8,076
+596
| +8% | +$33.9K | 0.23% | 105 |
|
|
2022
Q3 | $372K | Buy |
7,480
+1,919
| +35% | +$95.4K | 0.35% | 83 |
|
|
2022
Q2 | $291K | Buy |
5,561
+187
| +3% | +$9.79K | 0.27% | 110 |
|
|
2022
Q1 | $295K | Buy |
+5,374
| New | +$295K | 0.25% | 104 |
|