Eads & Heald Wealth Management’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 | $246K | Sell |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $246K | Sell |
|
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|
2024
Q3 | $266K | Sell |
|
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $298K | Hold |
|
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q3 | $216K | Buy |
|