Gradient Investments’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
$1.28M Buy
2025
Q2
$806K Buy
2025
Q1
$704K Buy
2024
Q4
$587K Buy
2024
Q3
$617K Buy
2024
Q2
$659K Buy
2024
Q1
$611K Sell
2023
Q4
$622K Sell
2023
Q3
$658K Buy
2023
Q2
$583K Buy
2023
Q1
$546K Buy
2022
Q4
$492K Sell
2022
Q3
$440K Sell
2022
Q2
$497K Sell
2022
Q1
$526K Buy