EP Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.59M | Buy |
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|
2024
Q4 | $874K | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $984K | Sell |
|
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $786K | Sell |
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|
2023
Q3 | $908K | Buy |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $0 | Buy |
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|
2022
Q4 | $620K | Sell |
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|
2022
Q3 | $615K | Sell |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $1.02M | Buy |
|