Icon 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 | $355K | Sell |
5,049
-97
| -2% | -$6.83K | 0.03% | 292 |
|
|
2025
Q1 | $377K | Sell |
5,146
-1,337
| -21% | -$98K | 0.03% | 255 |
|
|
2024
Q4 | $406K | Buy |
6,483
+1,618
| +33% | +$101K | 0.03% | 247 |
|
|
2024
Q3 | $321K | Buy |
4,865
+1,408
| +41% | +$92.9K | 0.03% | 284 |
|
|
2024
Q2 | $253K | Sell |
3,457
-1,564
| -31% | -$115K | 0.02% | 302 |
|
|
2024
Q1 | $337K | Buy |
5,021
+215
| +4% | +$14.4K | 0.03% | 263 |
|
|
2023
Q4 | $316K | Buy |
+4,806
| New | +$316K | 0.03% | 261 |
|
|
2022
Q4 | $263K | Buy |
4,625
+593
| +15% | +$33.8K | 0.03% | 269 |
|
|
2022
Q3 | $201K | Buy |
+4,032
| New | +$201K | 0.02% | 294 |
|