Iams 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 | $2.06M | Buy |
29,203
+325
| +1% | +$22.9K | 0.94% | 30 |
|
|
2025
Q1 | $2.12M | Sell |
28,878
-1,667
| -5% | -$122K | 0.97% | 35 |
|
|
2024
Q4 | $1.91M | Buy |
30,545
+5,362
| +21% | +$336K | 0.87% | 37 |
|
|
2024
Q3 | $1.66M | Buy |
25,183
+647
| +3% | +$42.7K | 0.82% | 41 |
|
|
2024
Q2 | $1.77M | Sell |
24,536
-1,588
| -6% | -$115K | 0.97% | 32 |
|
|
2024
Q1 | $1.63M | Buy |
26,124
+1,342
| +5% | +$84K | 1% | 30 |
|
|
2023
Q4 | $1.63M | Sell |
24,782
-2,721
| -10% | -$179K | 1.05% | 29 |
|
|
2023
Q3 | $1.77M | Buy |
+27,503
| New | +$1.77M | 1.23% | 21 |
|
|
2023
Q2 | – | Sell |
-23,719
| Closed | -$1.36M | – | 113 |
|
|
2023
Q1 | $1.36M | Buy |
23,719
+8,512
| +56% | +$489K | 1.13% | 24 |
|
|
2022
Q4 | $866K | Buy |
+15,207
| New | +$866K | 0.88% | 37 |
|