LWAM
Legacy Wealth Asset Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
8,359
+98
| +1% | +$6.9K | 0.15% | 215 |
|
|
2025
Q1 | $605K | Sell |
8,261
-37
| -0.4% | -$2.71K | 0.17% | 204 |
|
|
2024
Q4 | $520K | Buy |
8,298
+5
| +0.1% | +$313 | 0.14% | 233 |
|
|
2024
Q3 | $547K | Buy |
8,293
+47
| +0.6% | +$3.1K | 0.15% | 226 |
|
|
2024
Q2 | $595K | Buy |
8,246
+116
| +1% | +$8.37K | 0.17% | 192 |
|
|
2024
Q1 | $545K | Buy |
8,130
+80
| +1% | +$5.36K | 0.15% | 216 |
|
|
2023
Q4 | $530K | Buy |
8,050
+40
| +0.5% | +$2.63K | 0.17% | 208 |
|
|
2023
Q3 | $516K | Buy |
8,010
+130
| +2% | +$8.37K | 0.19% | 190 |
|
|
2023
Q2 | $476K | Buy |
7,880
+18
| +0.2% | +$1.09K | 0.17% | 210 |
|
|
2023
Q1 | $452K | Buy |
7,862
+1,369
| +21% | +$78.8K | 0.16% | 218 |
|
|
2022
Q4 | $370K | Buy |
6,493
+1,289
| +25% | +$73.4K | 0.14% | 266 |
|
|
2022
Q3 | $259K | Sell |
5,204
-23,850
| -82% | -$1.19M | 0.11% | 280 |
|
|
2022
Q2 | $1.52M | Buy |
29,054
+2,947
| +11% | +$154K | 0.62% | 27 |
|
|
2022
Q1 | $1.43M | Buy |
+26,107
| New | +$1.43M | 0.51% | 47 |
|