GHA
GW Henssler & Associates’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Hold |
10,701
| – | – | 0.04% | 112 |
|
|
2025
Q1 | $784K | Sell |
10,701
-26
| -0.2% | -$1.91K | 0.05% | 103 |
|
|
2024
Q4 | $707K | Hold |
10,727
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $707K | Sell |
10,727
-25
| -0.2% | -$1.65K | 0.04% | 104 |
|
|
2024
Q2 | $776K | Sell |
10,752
-415
| -4% | -$30K | 0.05% | 97 |
|
|
2024
Q1 | $749K | Hold |
11,167
| – | – | 0.04% | 98 |
|
|
2023
Q4 | $735K | Hold |
11,167
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $719K | Sell |
11,167
-970
| -8% | -$62.4K | 0.05% | 93 |
|
|
2023
Q2 | $733K | Sell |
12,137
-55
| -0.5% | -$3.32K | 0.05% | 93 |
|
|
2023
Q1 | $702K | Sell |
12,192
-1,418
| -10% | -$81.6K | 0.05% | 96 |
|
|
2022
Q4 | $775K | Sell |
13,610
-1,112
| -8% | -$63.3K | 0.05% | 91 |
|
|
2022
Q3 | $733K | Sell |
14,722
-63,465
| -81% | -$3.16M | 0.05% | 91 |
|
|
2022
Q2 | $4.09M | Sell |
78,187
-691,598
| -90% | -$36.2M | 0.3% | 69 |
|
|
2022
Q1 | $42.3M | Buy |
+769,785
| New | +$42.3M | 2.57% | 5 |
|