Evermay Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.04K | Hold |
100
| – | – | ﹤0.01% | 464 |
|
2025
Q1 | $7.33K | Hold |
100
| – | – | ﹤0.01% | 468 |
|
2024
Q4 | $6.27K | Hold |
100
| – | – | ﹤0.01% | 478 |
|
2024
Q3 | $6.6K | Hold |
100
| – | – | ﹤0.01% | 489 |
|
2024
Q2 | $7.22K | Hold |
100
| – | – | ﹤0.01% | 477 |
|
2024
Q1 | $6.7K | Sell |
100
-100
| -50% | -$6.7K | ﹤0.01% | 494 |
|
2023
Q4 | $13.2K | Hold |
200
| – | – | ﹤0.01% | 424 |
|
2023
Q3 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
2023
Q2 | $12.1K | Hold |
200
| – | – | ﹤0.01% | 408 |
|
2023
Q1 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
2022
Q4 | $11.4K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
2022
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
2022
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 399 |
|
2022
Q1 | $11K | Buy |
+200
| New | +$11K | ﹤0.01% | 415 |
|