FMB Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Hold |
3,148
| – | – | 0.11% | 73 |
|
|
2025
Q1 | $231K | Buy |
+3,148
| New | +$231K | 0.13% | 68 |
|
|
2024
Q4 | – | Sell |
-3,148
| Closed | -$208K | – | 75 |
|
|
2024
Q3 | $208K | Hold |
3,148
| – | – | 0.12% | 72 |
|
|
2024
Q2 | $227K | Hold |
3,148
| – | – | 0.17% | 63 |
|
|
2024
Q1 | $211K | Sell |
3,148
-1
| -0% | -$67 | 0.17% | 64 |
|
|
2023
Q4 | $207K | Hold |
3,149
| – | – | 0.19% | 59 |
|
|
2023
Q3 | $203K | Buy |
+3,149
| New | +$203K | 0.22% | 50 |
|
|
2023
Q1 | – | Sell |
-3,536
| Closed | -$201K | – | 58 |
|
|
2022
Q4 | $201K | Buy |
+3,536
| New | +$201K | 0.26% | 53 |
|