GeoWealth 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 | $113K | Buy |
1,600
+50
| +3% | +$3.52K | ﹤0.01% | 787 |
|
|
2025
Q1 | $114K | Sell |
1,550
-6,866
| -82% | -$503K | ﹤0.01% | 767 |
|
|
2024
Q4 | $527K | Sell |
8,416
-2,772
| -25% | -$174K | 0.02% | 456 |
|
|
2024
Q3 | $738K | Sell |
11,188
-1,128
| -9% | -$74.4K | 0.03% | 377 |
|
|
2024
Q2 | $889K | Buy |
12,316
+3,764
| +44% | +$272K | 0.04% | 296 |
|
|
2024
Q1 | $573K | Buy |
8,552
+2,487
| +41% | +$167K | 0.02% | 404 |
|
|
2023
Q4 | $399K | Buy |
+6,065
| New | +$399K | 0.03% | 369 |
|