Envestnet Portfolio Solutions’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.23M Sell
17,513
-315
-2% -$22.2K ﹤0.01% 717
2025
Q1
$1.31M Sell
17,828
-27,234
-60% -$2M 0.01% 723
2024
Q4
$2.82M Buy
45,062
+131
+0.3% +$8.21K 0.01% 557
2024
Q3
$2.96M Sell
44,931
-7,773
-15% -$513K 0.01% 538
2024
Q2
$3.8M Buy
52,704
+4,361
+9% +$315K 0.01% 440
2024
Q1
$3.24M Sell
48,343
-713
-1% -$47.8K 0.01% 499
2023
Q4
$3.23M Buy
49,056
+831
+2% +$54.7K 0.01% 453
2023
Q3
$3.1M Buy
+48,225
New +$3.1M 0.01% 423