HCR Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Hold |
3,651
| – | – | 0.03% | 203 |
|
|
2025
Q1 | $268K | Hold |
3,651
| – | – | 0.03% | 193 |
|
|
2024
Q4 | $229K | Hold |
3,651
| – | – | 0.03% | 210 |
|
|
2024
Q3 | $241K | Hold |
3,651
| – | – | 0.03% | 206 |
|
|
2024
Q2 | $264K | Hold |
3,651
| – | – | 0.04% | 185 |
|
|
2024
Q1 | $245K | Hold |
3,651
| – | – | 0.04% | 191 |
|
|
2023
Q4 | $240K | Buy |
3,651
+66
| +2% | +$4.34K | 0.04% | 174 |
|
|
2023
Q3 | $231K | Hold |
3,585
| – | – | 0.05% | 149 |
|
|
2023
Q2 | $216K | Buy |
+3,585
| New | +$216K | 0.04% | 161 |
|