Mark Sheptoff Financial Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.8K | Hold |
750
| – | – | 0.03% | 181 |
|
|
2025
Q1 | $55K | Hold |
750
| – | – | 0.03% | 165 |
|
|
2024
Q4 | $47K | Hold |
750
| – | – | 0.03% | 182 |
|
|
2024
Q3 | $49.5K | Hold |
750
| – | – | 0.03% | 173 |
|
|
2024
Q2 | $54.1K | Hold |
750
| – | – | 0.03% | 174 |
|
|
2024
Q1 | $50.3K | Hold |
750
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $49.4K | Hold |
750
| – | – | 0.03% | 162 |
|
|
2023
Q3 | $48.3K | Sell |
750
-350
| -32% | -$22.5K | 0.03% | 151 |
|
|
2023
Q2 | $66.4K | Buy |
1,100
+50
| +5% | +$3.02K | 0.04% | 141 |
|
|
2023
Q1 | $60.4K | Buy |
1,050
+300
| +40% | +$17.3K | 0.04% | 143 |
|
|
2022
Q4 | $42.7K | Hold |
750
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $37K | Sell |
750
-11,450
| -94% | -$565K | 0.02% | 163 |
|
|
2022
Q2 | $638K | Buy |
+12,200
| New | +$638K | 0.37% | 50 |
|