Forvis Mazars 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 | $487K | Sell |
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|
2025
Q2 | $493K | Sell |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $471K | Sell |
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|
2024
Q3 | $700K | Buy |
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|
2024
Q2 | $554K | Buy |
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|
2024
Q1 | $508K | Sell |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $368K | Buy |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $343K | Sell |
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|
2022
Q3 | $328K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $332K | Buy |
|