Holistic Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
6,681
+7
| +0.1% | +$493 | 0.13% | 125 |
|
|
2025
Q1 | $489K | Sell |
6,674
-993
| -13% | -$72.8K | 0.17% | 107 |
|
|
2024
Q4 | $480K | Sell |
7,667
-118
| -2% | -$7.39K | 0.17% | 99 |
|
|
2024
Q3 | $513K | Buy |
7,785
+2,725
| +54% | +$180K | 0.22% | 82 |
|
|
2024
Q2 | $339K | Hold |
5,060
| – | – | 0.26% | 78 |
|
|
2024
Q1 | $339K | Sell |
5,060
-34
| -0.7% | -$2.28K | 0.26% | 78 |
|
|
2023
Q4 | $335K | Buy |
+5,094
| New | +$335K | 0.28% | 77 |
|