Integrated Wealth Concepts’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Buy |
39,041
+2,858
| +8% | +$201K | 0.03% | 519 |
|
|
2025
Q1 | $2.65M | Sell |
36,183
-880
| -2% | -$64.5K | 0.03% | 508 |
|
|
2024
Q4 | $2.32M | Sell |
37,063
-3,791
| -9% | -$238K | 0.03% | 511 |
|
|
2024
Q3 | $2.69M | Sell |
40,854
-709
| -2% | -$46.8K | 0.03% | 458 |
|
|
2024
Q2 | $3M | Buy |
41,563
+1,552
| +4% | +$112K | 0.04% | 387 |
|
|
2024
Q1 | $2.68M | Buy |
40,011
+677
| +2% | +$45.4K | 0.04% | 419 |
|
|
2023
Q4 | $2.59M | Sell |
39,334
-824
| -2% | -$54.2K | 0.04% | 390 |
|
|
2023
Q3 | $2.59M | Sell |
40,158
-2,157
| -5% | -$139K | 0.05% | 369 |
|
|
2023
Q2 | $2.55M | Buy |
42,315
+3,635
| +9% | +$219K | 0.04% | 374 |
|
|
2023
Q1 | $2.23M | Sell |
38,680
-36,386
| -48% | -$2.09M | 0.05% | 369 |
|
|
2022
Q4 | $4.28M | Sell |
75,066
-1,108
| -1% | -$63.1K | 0.12% | 177 |
|
|
2022
Q3 | $3.79M | Buy |
76,174
+1,700
| +2% | +$84.6K | 0.12% | 172 |
|
|
2022
Q2 | $3.89M | Buy |
74,474
+58,024
| +353% | +$3.03M | 0.12% | 169 |
|
|
2022
Q1 | $904K | Buy |
+16,450
| New | +$904K | 0.03% | 417 |
|