Eads & Heald 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 | $267K | Sell |
3,791
-105
| -3% | -$7.4K | 0.13% | 128 |
|
|
2025
Q1 | $285K | Sell |
3,896
-23
| -0.6% | -$1.68K | 0.14% | 125 |
|
|
2024
Q4 | $246K | Sell |
3,919
-120
| -3% | -$7.53K | 0.12% | 131 |
|
|
2024
Q3 | $266K | Sell |
4,039
-210
| -5% | -$13.8K | 0.13% | 129 |
|
|
2024
Q2 | $307K | Sell |
4,249
-175
| -4% | -$12.6K | 0.15% | 124 |
|
|
2024
Q1 | $297K | Sell |
4,424
-105
| -2% | -$7.05K | 0.14% | 123 |
|
|
2023
Q4 | $298K | Hold |
4,529
| – | – | 0.14% | 122 |
|
|
2023
Q3 | $292K | Sell |
4,529
-415
| -8% | -$26.8K | 0.15% | 123 |
|
|
2023
Q2 | $299K | Hold |
4,944
| – | – | 0.15% | 123 |
|
|
2023
Q1 | $284K | Buy |
4,944
+395
| +9% | +$22.7K | 0.14% | 126 |
|
|
2022
Q4 | $259K | Buy |
4,549
+210
| +5% | +$12K | 0.13% | 134 |
|
|
2022
Q3 | $216K | Buy |
+4,339
| New | +$216K | 0.12% | 133 |
|