Jamison Private 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 | $243K | Sell |
3,445
-185
| -5% | -$13K | 0.03% | 180 |
|
|
2025
Q1 | $266K | Buy |
3,630
+10
| +0.3% | +$733 | 0.04% | 182 |
|
|
2024
Q4 | $227K | Buy |
3,620
+9
| +0.2% | +$564 | 0.03% | 193 |
|
|
2024
Q3 | $238K | Buy |
3,611
+368
| +11% | +$24.3K | 0.04% | 177 |
|
|
2024
Q2 | $234K | Sell |
3,243
-680
| -17% | -$49.1K | 0.04% | 166 |
|
|
2024
Q1 | $263K | Sell |
3,923
-182
| -4% | -$12.2K | 0.04% | 159 |
|
|
2023
Q4 | $270K | Buy |
4,105
+68
| +2% | +$4.47K | 0.05% | 153 |
|
|
2023
Q3 | $260K | Buy |
+4,037
| New | +$260K | 0.05% | 152 |
|