HB 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 |
43,989
-4,239
| -9% | -$298K | 0.02% | 284 |
|
|
2025
Q1 | $3.53M | Buy |
48,228
+14,098
| +41% | +$1.03M | 0.03% | 275 |
|
|
2024
Q4 | $2.14M | Sell |
34,130
-1,994
| -6% | -$125K | 0.02% | 273 |
|
|
2024
Q3 | $2.38M | Sell |
36,124
-3,788
| -9% | -$250K | 0.03% | 249 |
|
|
2024
Q2 | $2.88M | Buy |
39,912
+10,105
| +34% | +$729K | 0.03% | 211 |
|
|
2024
Q1 | $2M | Sell |
29,807
-2,115
| -7% | -$142K | 0.03% | 246 |
|
|
2023
Q4 | $2.1M | Sell |
31,922
-7,632
| -19% | -$502K | 0.03% | 221 |
|
|
2023
Q3 | $2.55M | Sell |
39,554
-5,633
| -12% | -$363K | 0.04% | 177 |
|
|
2023
Q2 | $2.73M | Buy |
45,187
+18,313
| +68% | +$1.11M | 0.04% | 169 |
|
|
2023
Q1 | $1.55M | Sell |
26,874
-19
| -0.1% | -$1.09K | 0.03% | 226 |
|
|
2022
Q4 | $1.53M | Buy |
26,893
+3,690
| +16% | +$210K | 0.03% | 233 |
|
|
2022
Q3 | $1.16M | Buy |
23,203
+2,769
| +14% | +$138K | 0.02% | 241 |
|
|
2022
Q2 | $1.07M | Sell |
20,434
-9,021
| -31% | -$471K | 0.02% | 246 |
|
|
2022
Q1 | $1.62M | Buy |
+29,455
| New | +$1.62M | 0.03% | 207 |
|