HighMark 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 | $3.19K | Buy |
45
+9
| +25% | +$638 | ﹤0.01% | 448 |
|
|
2025
Q1 | $2.65K | Sell |
36
-271
| -88% | -$20K | ﹤0.01% | 431 |
|
|
2024
Q4 | $19.2K | Buy |
307
+4
| +1% | +$250 | 0.01% | 203 |
|
|
2024
Q3 | $20K | Sell |
303
-13
| -4% | -$858 | 0.01% | 208 |
|
|
2024
Q2 | $22.8K | Sell |
316
-8
| -2% | -$578 | 0.01% | 191 |
|
|
2024
Q1 | $21.7K | Buy |
324
+3
| +0.9% | +$201 | 0.01% | 191 |
|
|
2023
Q4 | $21.1K | Sell |
321
-10
| -3% | -$657 | 0.02% | 186 |
|
|
2023
Q3 | $21.3K | Sell |
331
-4
| -1% | -$257 | 0.02% | 169 |
|
|
2023
Q2 | $20.2K | Sell |
335
-2
| -0.6% | -$121 | 0.02% | 185 |
|
|
2023
Q1 | $19.4K | Buy |
337
+28
| +9% | +$1.61K | 0.02% | 214 |
|
|
2022
Q4 | $17.6K | Buy |
309
+22
| +8% | +$1.25K | 0.01% | 181 |
|
|
2022
Q3 | $14K | Buy |
287
+248
| +636% | +$12.1K | 0.01% | 199 |
|
|
2022
Q2 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 446 |
|