Icon Wealth Advisors’s Shell SHEL Stock Holding History

Icon Wealth Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$355K	Sell
2025 Q1	$377K	Sell
2024 Q4	$406K	Buy
2024 Q3	$321K	Buy
2024 Q2	$253K	Sell
2024 Q1	$337K	Buy
2023 Q4	$316K	Buy
2022 Q4	$263K	Buy
2022 Q3	$201K	Buy