J.W. Cole Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.08M | Buy |
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|
2025
Q2 | $1.99M | Sell |
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|
2025
Q1 | $2.08M | Buy |
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|
2024
Q4 | $932K | Buy |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $928K | Buy |
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|
2024
Q1 | $804K | Sell |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $555K | Buy |
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|
2023
Q1 | $514K | Buy |
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|
2022
Q4 | $459K | Buy |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $337K | Sell |
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|
2022
Q1 | $359K | Buy |
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