Leo Wealth LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
+4,740
| New | +$334K | 0.03% | 293 |
|
|
2025
Q1 | – | Sell |
-5,643
| Closed | -$354K | – | 356 |
|
|
2024
Q4 | $354K | Buy |
5,643
+632
| +13% | +$39.6K | 0.03% | 268 |
|
|
2024
Q3 | $330K | Sell |
5,011
-836
| -14% | -$55.1K | 0.03% | 267 |
|
|
2024
Q2 | $425K | Sell |
5,847
-1,216
| -17% | -$88.4K | 0.04% | 235 |
|
|
2024
Q1 | $477K | Sell |
7,063
-858
| -11% | -$58K | 0.05% | 220 |
|
|
2023
Q4 | $514K | Buy |
+7,921
| New | +$514K | 0.05% | 203 |
|