JFS Wealth 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
Q2 | $361K | Buy |
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|
2025
Q1 | $222K | Hold |
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|
2024
Q4 | $190K | Hold |
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|
2024
Q3 | $200K | Hold |
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|
2024
Q2 | $219K | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $191K | Sell |
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|
2023
Q2 | $184K | Sell |
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|
2023
Q1 | $176K | Buy |
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|
2022
Q4 | $174K | Sell |
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|
2022
Q3 | $171K | Buy |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $159K | Buy |
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