Linscomb Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Buy |
3,083
+25
| +0.8% | +$1.76K | 0.01% | 300 |
|
2025
Q1 | $224K | Buy |
+3,058
| New | +$224K | 0.01% | 280 |
|
2024
Q4 | – | Sell |
-3,190
| Closed | -$210K | – | 296 |
|
2024
Q3 | $210K | Buy |
3,190
+60
| +2% | +$3.96K | 0.01% | 282 |
|
2024
Q2 | $226K | Sell |
3,130
-1,165
| -27% | -$84.1K | 0.01% | 276 |
|
2024
Q1 | $288K | Buy |
4,295
+191
| +5% | +$12.8K | 0.01% | 249 |
|
2023
Q4 | $270K | Sell |
4,104
-300
| -7% | -$19.7K | 0.01% | 254 |
|
2023
Q3 | $284K | Sell |
4,404
-140
| -3% | -$9.01K | 0.02% | 245 |
|
2023
Q2 | $274K | Buy |
4,544
+878
| +24% | +$53K | 0.01% | 256 |
|
2023
Q1 | $211K | Sell |
3,666
-576
| -14% | -$33.1K | 0.01% | 276 |
|
2022
Q4 | $242K | Sell |
4,242
-245
| -5% | -$14K | 0.01% | 307 |
|
2022
Q3 | $223K | Sell |
4,487
-333
| -7% | -$16.6K | 0.01% | 268 |
|
2022
Q2 | $252K | Sell |
4,820
-505
| -9% | -$26.4K | 0.01% | 262 |
|
2022
Q1 | $292K | Buy |
+5,325
| New | +$292K | 0.01% | 289 |
|