Exencial 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
Q3 | $4.59M | Buy |
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|
2025
Q2 | $4.22M | Sell |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $3.68M | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $4.26M | Sell |
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|
2024
Q1 | $4.2M | Buy |
|
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $4.44M | Sell |
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|
2023
Q2 | $4.44M | Sell |
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|
2023
Q1 | $4.32M | Sell |
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|
2022
Q4 | $5.17M | Sell |
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|
2022
Q3 | $4.71M | Sell |
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|
2022
Q2 | $7.34M | Buy |
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|
2022
Q1 | $7.46M | Buy |
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