IHT 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 | $838K | Buy |
11,900
+2,857
| +32% | +$201K | 0.02% | 547 |
|
|
2025
Q1 | $663K | Sell |
9,043
-767
| -8% | -$56.2K | 0.02% | 583 |
|
|
2024
Q4 | $615K | Sell |
9,810
-2,062
| -17% | -$129K | 0.02% | 619 |
|
|
2024
Q3 | $783K | Buy |
11,872
+5,815
| +96% | +$384K | 0.02% | 574 |
|
|
2024
Q2 | $437K | Sell |
6,057
-45
| -0.7% | -$3.25K | 0.02% | 672 |
|
|
2024
Q1 | $409K | Sell |
6,102
-623
| -9% | -$41.8K | 0.02% | 700 |
|
|
2023
Q4 | $443K | Hold |
6,725
| – | – | 0.02% | 639 |
|
|
2023
Q3 | $433K | Buy |
6,725
+1,873
| +39% | +$121K | 0.02% | 599 |
|
|
2023
Q2 | $293K | Buy |
+4,852
| New | +$293K | 0.02% | 737 |
|
|
2022
Q4 | – | Sell |
-4,732
| Closed | -$235K | – | 933 |
|
|
2022
Q3 | $235K | Buy |
+4,732
| New | +$235K | 0.02% | 714 |
|