EverSource 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 | $459K | Buy |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $355K | Sell |
|
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|
2024
Q2 | $452K | Sell |
|
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|
2024
Q1 | $451K | Buy |
|
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|
2023
Q4 | $414K | Buy |
|
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|
2023
Q3 | $257K | Buy |
|
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|
2023
Q2 | $155K | Buy |
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|
2023
Q1 | $139K | Buy |
|
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|
2022
Q4 | $135K | Sell |
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|
2022
Q3 | $120K | Sell |
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|
2022
Q2 | $152K | Buy |
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|
2022
Q1 | $31K | Buy |
|