Glass 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
$3.1M Sell
44,013
-75
-0.2% -$5.28K 1.65% 21
2025
Q1
$3.23M Buy
44,088
+625
+1% +$45.8K 1.94% 19
2024
Q4
$2.72M Buy
43,463
+645
+2% +$40.4K 1.48% 25
2024
Q3
$2.82M Sell
42,818
-185
-0.4% -$12.2K 1.56% 25
2024
Q2
$3.1M Sell
43,003
-450
-1% -$32.5K 1.81% 18
2024
Q1
$2.91M Buy
+43,453
New +$2.91M 1.78% 22