JFS Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
5,126
+2,091
| +69% | +$147K | 0.02% | 239 |
|
|
2025
Q1 | $222K | Hold |
3,035
| – | – | 0.02% | 288 |
|
|
2024
Q4 | $190K | Hold |
3,035
| – | – | 0.01% | 294 |
|
|
2024
Q3 | $200K | Hold |
3,035
| – | – | 0.01% | 290 |
|
|
2024
Q2 | $219K | Sell |
3,035
-13
| -0.4% | -$938 | 0.02% | 236 |
|
|
2024
Q1 | $204K | Buy |
3,048
+1
| +0% | +$67 | 0.02% | 243 |
|
|
2023
Q4 | $200K | Buy |
3,047
+75
| +3% | +$4.94K | 0.02% | 236 |
|
|
2023
Q3 | $191K | Sell |
2,972
-77
| -3% | -$4.96K | 0.02% | 229 |
|
|
2023
Q2 | $184K | Sell |
3,049
-17
| -0.6% | -$1.03K | 0.02% | 226 |
|
|
2023
Q1 | $176K | Buy |
3,066
+6
| +0.2% | +$345 | 0.02% | 226 |
|
|
2022
Q4 | $174K | Sell |
3,060
-383
| -11% | -$21.8K | 0.02% | 227 |
|
|
2022
Q3 | $171K | Buy |
3,443
+313
| +10% | +$15.5K | 0.02% | 228 |
|
|
2022
Q2 | $164K | Buy |
3,130
+244
| +8% | +$12.8K | 0.02% | 237 |
|
|
2022
Q1 | $159K | Buy |
+2,886
| New | +$159K | 0.02% | 250 |
|