Kingsview Wealth Management’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 | $1.11M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.02M | Buy |
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|
2024
Q3 | $1.06M | Buy |
|
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|
2024
Q2 | $1.08M | Buy |
|
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|
2024
Q1 | $952K | Buy |
|
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|
2023
Q4 | $928K | Sell |
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|
2023
Q3 | $934K | Sell |
|
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|
2023
Q2 | $934K | Buy |
|
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|
2023
Q1 | $743K | Sell |
|
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|
2022
Q4 | $800K | Sell |
|
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|
2022
Q3 | $713K | Buy |
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|
2022
Q2 | $728K | Buy |
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|
2022
Q1 | $607K | Buy |
|