EWM
Empirical Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
7,164
+866
| +14% | +$61K | 0.01% | 416 |
|
|
2025
Q1 | $462K | Sell |
6,298
-226
| -3% | -$16.6K | 0.01% | 416 |
|
|
2024
Q4 | $409K | Buy |
6,524
+904
| +16% | +$56.6K | 0.01% | 431 |
|
|
2024
Q3 | $371K | Buy |
5,620
+1,174
| +26% | +$77.4K | 0.01% | 425 |
|
|
2024
Q2 | $321K | Buy |
4,446
+392
| +10% | +$28.3K | 0.01% | 442 |
|
|
2024
Q1 | $272K | Sell |
4,054
-256
| -6% | -$17.2K | 0.01% | 458 |
|
|
2023
Q4 | $284K | Buy |
4,310
+502
| +13% | +$33K | 0.01% | 406 |
|
|
2023
Q3 | $245K | Buy |
3,808
+60
| +2% | +$3.86K | 0.01% | 410 |
|
|
2023
Q2 | $226K | Buy |
3,748
+76
| +2% | +$4.59K | 0.01% | 422 |
|
|
2023
Q1 | $211K | Buy |
+3,672
| New | +$211K | 0.01% | 438 |
|