GWA
Gratus Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
11,462
-128
| -1% | -$9.01K | 0.12% | 69 |
|
|
2025
Q1 | $849K | Sell |
11,590
-60
| -0.5% | -$4.4K | 0.14% | 67 |
|
|
2024
Q4 | $730K | Sell |
11,650
-289
| -2% | -$18.1K | 0.12% | 72 |
|
|
2024
Q3 | $838K | Buy |
11,939
+1,136
| +11% | +$79.8K | 0.14% | 75 |
|
|
2024
Q2 | $781K | Buy |
10,803
+448
| +4% | +$32.4K | 0.13% | 73 |
|
|
2024
Q1 | $736K | Buy |
+10,355
| New | +$736K | 0.14% | 73 |
|