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 |
|