Legacy Wealth Asset 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
Q3
$609K Buy
2025
Q2
$589K Buy
2025
Q1
$605K Sell
2024
Q4
$520K Buy
2024
Q3
$547K Buy
2024
Q2
$595K Buy
2024
Q1
$545K Buy
2023
Q4
$530K Buy
2023
Q3
$516K Buy
2023
Q2
$476K Buy
2023
Q1
$452K Buy
2022
Q4
$370K Buy
2022
Q3
$259K Sell
2022
Q2
$1.52M Buy
2022
Q1
$1.43M Buy