Forvis Mazars Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
7,005
-434
| -6% | -$30.6K | 0.01% | 286 |
|
|
2025
Q1 | $545K | Sell |
7,439
-87
| -1% | -$6.38K | 0.01% | 271 |
|
|
2024
Q4 | $471K | Sell |
7,526
-3,084
| -29% | -$193K | 0.01% | 313 |
|
|
2024
Q3 | $700K | Buy |
10,610
+2,940
| +38% | +$194K | 0.02% | 267 |
|
|
2024
Q2 | $554K | Buy |
7,670
+93
| +1% | +$6.71K | 0.01% | 271 |
|
|
2024
Q1 | $508K | Sell |
7,577
-36
| -0.5% | -$2.41K | 0.01% | 289 |
|
|
2023
Q4 | $501K | Buy |
7,613
+690
| +10% | +$45.4K | 0.01% | 282 |
|
|
2023
Q3 | $446K | Buy |
6,923
+827
| +14% | +$53.2K | 0.01% | 290 |
|
|
2023
Q2 | $368K | Buy |
6,096
+74
| +1% | +$4.47K | 0.01% | 329 |
|
|
2023
Q1 | $347K | Sell |
6,022
-8
| -0.1% | -$460 | 0.01% | 312 |
|
|
2022
Q4 | $343K | Sell |
6,030
-548
| -8% | -$31.2K | 0.01% | 309 |
|
|
2022
Q3 | $328K | Buy |
6,578
+54
| +0.8% | +$2.69K | 0.01% | 309 |
|
|
2022
Q2 | $341K | Buy |
6,524
+486
| +8% | +$25.4K | 0.01% | 299 |
|
|
2022
Q1 | $332K | Buy |
+6,038
| New | +$332K | 0.01% | 231 |
|