Kathleen S. Wright Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Hold |
189
| – | – | 0.01% | 209 |
|
|
2025
Q1 | $13.9K | Hold |
189
| – | – | 0.01% | 209 |
|
|
2024
Q4 | $11.8K | Hold |
189
| – | – | ﹤0.01% | 214 |
|
|
2024
Q3 | $12.5K | Hold |
189
| – | – | 0.01% | 241 |
|
|
2024
Q2 | $13.6K | Hold |
189
| – | – | 0.01% | 186 |
|
|
2024
Q1 | $12.7K | Hold |
189
| – | – | 0.01% | 178 |
|
|
2023
Q4 | $12.4K | Buy |
+189
| New | +$12.4K | 0.01% | 157 |
|