Legacy Capital Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
5,693
-246
| -4% | -$17.3K | 0.09% | 246 |
|
|
2025
Q1 | $435K | Sell |
5,939
-42
| -0.7% | -$3.08K | 0.11% | 209 |
|
|
2024
Q4 | $375K | Sell |
5,981
-695
| -10% | -$43.5K | 0.09% | 229 |
|
|
2024
Q3 | $440K | Sell |
6,676
-676
| -9% | -$44.6K | 0.09% | 217 |
|
|
2024
Q2 | $531K | Buy |
+7,352
| New | +$531K | 0.14% | 151 |
|
|
2024
Q1 | – | Sell |
-6,651
| Closed | -$438K | – | 301 |
|
|
2023
Q4 | $438K | Buy |
6,651
+288
| +5% | +$19K | 0.12% | 167 |
|
|
2023
Q3 | $410K | Buy |
+6,363
| New | +$410K | 0.11% | 168 |
|
|
2023
Q2 | – | Sell |
-4,881
| Closed | -$281K | – | 198 |
|
|
2023
Q1 | $281K | Buy |
+4,881
| New | +$281K | 0.08% | 199 |
|