Forefront 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 | $2.54M | Sell |
36,073
-7
| -0% | -$493 | 2.04% | 20 |
|
2025
Q1 | $2.64M | Buy |
36,080
+94
| +0.3% | +$6.89K | 2.45% | 14 |
|
2024
Q4 | $2.25M | Buy |
+35,986
| New | +$2.25M | 2.08% | 20 |
|
2023
Q3 | $685K | Buy |
10,636
+6
| +0.1% | +$386 | 0.96% | 30 |
|
2023
Q2 | $642K | Buy |
10,630
+5
| +0% | +$302 | 0.85% | 33 |
|
2023
Q1 | $611K | Buy |
10,625
+6
| +0.1% | +$345 | 0.8% | 33 |
|
2022
Q4 | $605K | Buy |
10,619
+5
| +0% | +$285 | 0.81% | 30 |
|
2022
Q3 | $528K | Buy |
10,614
+5
| +0% | +$249 | 0.74% | 33 |
|
2022
Q2 | $554K | Buy |
10,609
+5
| +0% | +$261 | 0.75% | 32 |
|
2022
Q1 | $582K | Buy |
+10,604
| New | +$582K | 0.58% | 35 |
|