Focus Partners Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $14M | Buy |
198,895
+9,222
| +5% | +$649K | 0.03% | 434 |
|
2025
Q1 | $13.9M | Buy |
189,673
+3,859
| +2% | +$283K | 0.03% | 408 |
|
2024
Q4 | $11.6M | Buy |
185,814
+93,109
| +100% | +$5.83M | 0.03% | 430 |
|
2024
Q3 | $6.11M | Sell |
92,705
-96,449
| -51% | -$6.36M | 0.02% | 508 |
|
2024
Q2 | $13.7M | Buy |
189,154
+116,769
| +161% | +$8.43M | 0.05% | 307 |
|
2024
Q1 | $4.85M | Buy |
72,385
+25,187
| +53% | +$1.69M | 0.04% | 325 |
|
2023
Q4 | $3.11M | Buy |
+47,198
| New | +$3.11M | 0.04% | 293 |
|