GC Wealth Management RIA’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
3,505
+128
| +4% | +$9.01K | 0.02% | 477 |
|
|
2025
Q1 | $247K | Sell |
3,377
-202
| -6% | -$14.8K | 0.05% | 268 |
|
|
2024
Q4 | $224K | Sell |
3,579
-3,718
| -51% | -$233K | 0.04% | 267 |
|
|
2024
Q3 | $481K | Sell |
7,297
-4,538
| -38% | -$299K | 0.08% | 197 |
|
|
2024
Q2 | $854K | Buy |
11,835
+2,676
| +29% | +$193K | 0.17% | 111 |
|
|
2024
Q1 | $614K | Buy |
9,159
+1,202
| +15% | +$80.6K | 0.12% | 142 |
|
|
2023
Q4 | $524K | Buy |
+7,957
| New | +$524K | 0.24% | 108 |
|