Keudell/Morrison 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 | $252K | Hold |
3,584
| – | – | 0.06% | 192 |
|
|
2025
Q1 | $263K | Sell |
3,584
-11
| -0.3% | -$806 | 0.06% | 172 |
|
|
2024
Q4 | $225K | Sell |
3,595
-839
| -19% | -$52.6K | 0.06% | 195 |
|
|
2024
Q3 | $292K | Sell |
4,434
-379
| -8% | -$25K | 0.08% | 165 |
|
|
2024
Q2 | $347K | Sell |
4,813
-18
| -0.4% | -$1.3K | 0.1% | 142 |
|
|
2024
Q1 | $324K | Buy |
4,831
+754
| +18% | +$50.5K | 0.1% | 151 |
|
|
2023
Q4 | $268K | Sell |
4,077
-400
| -9% | -$26.3K | 0.09% | 163 |
|
|
2023
Q3 | $288K | Buy |
4,477
+924
| +26% | +$59.5K | 0.09% | 145 |
|
|
2023
Q2 | $215K | Sell |
3,553
-479
| -12% | -$28.9K | 0.06% | 180 |
|
|
2023
Q1 | $232K | Buy |
+4,032
| New | +$232K | 0.07% | 169 |
|