EverSource Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $459K | Buy |
6,515
+1,004
| +18% | +$70.7K | 0.02% | 489 |
|
|
2025
Q1 | $404K | Buy |
5,511
+328
| +6% | +$24K | 0.02% | 433 |
|
|
2024
Q4 | $325K | Sell |
5,183
-208
| -4% | -$13K | 0.02% | 487 |
|
|
2024
Q3 | $355K | Sell |
5,391
-780
| -13% | -$51.4K | 0.02% | 404 |
|
|
2024
Q2 | $452K | Sell |
6,171
-129
| -2% | -$9.44K | 0.03% | 338 |
|
|
2024
Q1 | $451K | Buy |
6,300
+2
| +0% | +$143 | 0.04% | 286 |
|
|
2023
Q4 | $414K | Buy |
6,298
+2,311
| +58% | +$152K | 0.04% | 276 |
|
|
2023
Q3 | $257K | Buy |
3,987
+1,428
| +56% | +$91.9K | 0.03% | 352 |
|
|
2023
Q2 | $155K | Buy |
2,559
+136
| +6% | +$8.21K | 0.02% | 456 |
|
|
2023
Q1 | $139K | Buy |
2,423
+59
| +2% | +$3.4K | 0.02% | 454 |
|
|
2022
Q4 | $135K | Sell |
2,364
-49
| -2% | -$2.79K | 0.02% | 432 |
|
|
2022
Q3 | $120K | Sell |
2,413
-504
| -17% | -$25.1K | 0.03% | 384 |
|
|
2022
Q2 | $152K | Buy |
2,917
+2,340
| +406% | +$122K | 0.04% | 294 |
|
|
2022
Q1 | $31K | Buy |
+577
| New | +$31K | 0.01% | 568 |
|