EP Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
24,425
+2,752
| +13% | +$194K | 0.01% | 447 |
|
|
2025
Q1 | $1.59M | Buy |
21,673
+7,717
| +55% | +$565K | 0.01% | 398 |
|
|
2024
Q4 | $874K | Sell |
13,956
-2,757
| -16% | -$173K | 0.01% | 540 |
|
|
2024
Q3 | $1.1M | Buy |
16,713
+3,087
| +23% | +$204K | 0.01% | 474 |
|
|
2024
Q2 | $984K | Sell |
13,626
-1,314
| -9% | -$94.8K | 0.01% | 394 |
|
|
2024
Q1 | $1M | Buy |
14,940
+2,994
| +25% | +$201K | 0.01% | 375 |
|
|
2023
Q4 | $786K | Sell |
11,946
-2,150
| -15% | -$141K | 0.01% | 408 |
|
|
2023
Q3 | $908K | Buy |
14,096
+7,423
| +111% | +$478K | 0.01% | 351 |
|
|
2023
Q2 | $690K | Sell |
6,673
-108,327
| -94% | -$11.2M | 0.01% | 400 |
|
|
2023
Q1 | $0 | Buy |
115,000
+104,105
| +956% | – | ﹤0.01% | 695 |
|
|
2022
Q4 | $620K | Sell |
10,895
-1,460
| -12% | -$83.2K | 0.01% | 342 |
|
|
2022
Q3 | $615K | Sell |
12,355
-1,176
| -9% | -$58.5K | 0.01% | 271 |
|
|
2022
Q2 | $708K | Sell |
13,531
-4,984
| -27% | -$261K | 0.02% | 313 |
|
|
2022
Q1 | $1.02M | Buy |
+18,515
| New | +$1.02M | 0.02% | 271 |
|