HHGA
Halbert Hargrove Global Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4K | Sell |
162
-14
| -8% | -$984 | ﹤0.01% | 211 |
|
|
2025
Q1 | $12.9K | Buy |
176
+14
| +9% | +$1.03K | ﹤0.01% | 212 |
|
|
2024
Q4 | $10.1K | Buy |
+162
| New | +$10.1K | ﹤0.01% | 213 |
|
|
2022
Q2 | – | Sell |
-4,241
| Closed | -$233K | – | 162 |
|
|
2022
Q1 | $233K | Buy |
+4,241
| New | +$233K | 0.02% | 140 |
|