Exencial 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 | $4.22M | Sell |
59,921
-247
| -0.4% | -$17.4K | 0.15% | 149 |
|
|
2025
Q1 | $4.41M | Buy |
60,168
+1,442
| +2% | +$106K | 0.16% | 146 |
|
|
2024
Q4 | $3.68M | Sell |
58,726
-510
| -0.9% | -$32K | 0.13% | 154 |
|
|
2024
Q3 | $3.91M | Buy |
59,236
+197
| +0.3% | +$13K | 0.14% | 154 |
|
|
2024
Q2 | $4.26M | Sell |
59,039
-3,682
| -6% | -$266K | 0.16% | 137 |
|
|
2024
Q1 | $4.2M | Buy |
62,721
+715
| +1% | +$47.9K | 0.16% | 142 |
|
|
2023
Q4 | $4.08M | Sell |
62,006
-6,938
| -10% | -$457K | 0.17% | 136 |
|
|
2023
Q3 | $4.44M | Sell |
68,944
-4,619
| -6% | -$297K | 0.22% | 118 |
|
|
2023
Q2 | $4.44M | Sell |
73,563
-1,600
| -2% | -$96.6K | 0.2% | 123 |
|
|
2023
Q1 | $4.32M | Sell |
75,163
-15,545
| -17% | -$894K | 0.22% | 119 |
|
|
2022
Q4 | $5.17M | Sell |
90,708
-3,882
| -4% | -$221K | 0.28% | 103 |
|
|
2022
Q3 | $4.71M | Sell |
94,590
-45,796
| -33% | -$2.28M | 0.28% | 104 |
|
|
2022
Q2 | $7.34M | Buy |
140,386
+4,516
| +3% | +$236K | 0.41% | 77 |
|
|
2022
Q1 | $7.46M | Buy |
+135,870
| New | +$7.46M | 0.37% | 90 |
|