Journey Strategic Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $585K | Buy |
8,304
+4,988
| +150% | +$351K | 0.02% | 258 |
|
|
2025
Q1 | $243K | Sell |
3,316
-399
| -11% | -$29.2K | 0.01% | 403 |
|
|
2024
Q4 | $233K | Sell |
3,715
-1,005
| -21% | -$63K | 0.01% | 419 |
|
|
2024
Q3 | $311K | Buy |
4,720
+590
| +14% | +$38.9K | 0.01% | 325 |
|
|
2024
Q2 | $298K | Buy |
+4,130
| New | +$298K | 0.01% | 252 |
|