Integrated Wealth Concepts’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
|
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|
2025
Q1 | $2.65M | Sell |
|
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|
2024
Q4 | $2.32M | Sell |
|
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|
2024
Q3 | $2.69M | Sell |
|
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|
2024
Q2 | $3M | Buy |
|
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|
2024
Q1 | $2.68M | Buy |
|
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|
2023
Q4 | $2.59M | Sell |
|
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|
2023
Q3 | $2.59M | Sell |
|
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|
2023
Q2 | $2.55M | Buy |
|
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|
2023
Q1 | $2.23M | Sell |
|
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|
2022
Q4 | $4.28M | Sell |
|
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|
2022
Q3 | $3.79M | Buy |
|
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|
2022
Q2 | $3.89M | Buy |
|
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|
2022
Q1 | $904K | Buy |
|