HHM 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 | $26.1K | Sell |
371
-45
| -11% | -$3.17K | ﹤0.01% | 472 |
|
2025
Q1 | $30.5K | Buy |
416
+46
| +12% | +$3.37K | ﹤0.01% | 447 |
|
2024
Q4 | $23.2K | Buy |
370
+293
| +381% | +$18.4K | ﹤0.01% | 476 |
|
2024
Q3 | $5.08K | Buy |
77
+32
| +71% | +$2.11K | ﹤0.01% | 652 |
|
2024
Q2 | $3.25K | Sell |
45
-565
| -93% | -$40.8K | ﹤0.01% | 671 |
|
2024
Q1 | $40.9K | Hold |
610
| – | – | 0.01% | 324 |
|
2023
Q4 | $40.1K | Hold |
610
| – | – | 0.01% | 316 |
|
2023
Q3 | $39.3K | Sell |
610
-100
| -14% | -$6.44K | 0.01% | 309 |
|
2023
Q2 | $42.9K | Buy |
710
+28
| +4% | +$1.69K | 0.01% | 304 |
|
2023
Q1 | $39.2K | Buy |
682
+70
| +11% | +$4.03K | 0.01% | 308 |
|
2022
Q4 | $34.9K | Sell |
612
-140
| -19% | -$7.97K | 0.01% | 285 |
|
2022
Q3 | $37K | Buy |
752
+61
| +9% | +$3K | 0.01% | 272 |
|
2022
Q2 | $36K | Buy |
691
+391
| +130% | +$20.4K | 0.01% | 323 |
|
2022
Q1 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 467 |
|