Evolution 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 | $224K | Hold |
3,175
| – | – | 0.03% | 156 |
|
|
2025
Q1 | $233K | Sell |
3,175
-2,194
| -41% | -$161K | 0.04% | 133 |
|
|
2024
Q4 | $336K | Buy |
5,369
+1,245
| +30% | +$78K | 0.06% | 105 |
|
|
2024
Q3 | $272K | Hold |
4,124
| – | – | 0.05% | 106 |
|
|
2024
Q2 | $295K | Hold |
4,124
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $276K | Hold |
4,124
| – | – | 0.05% | 109 |
|
|
2023
Q4 | $271K | Buy |
+4,124
| New | +$271K | 0.05% | 105 |
|