Mark Sheptoff Financial Planning’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 | $53.6K | Hold |
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|
2025
Q2 | $52.8K | Hold |
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|
2025
Q1 | $55K | Hold |
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|
2024
Q4 | $47K | Hold |
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|
2024
Q3 | $49.5K | Hold |
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|
2024
Q2 | $54.1K | Hold |
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|
2024
Q1 | $50.3K | Hold |
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|
2023
Q4 | $49.4K | Hold |
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|
2023
Q3 | $48.3K | Sell |
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|
2023
Q2 | $66.4K | Buy |
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|
2023
Q1 | $60.4K | Buy |
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|
2022
Q4 | $42.7K | Hold |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $638K | Buy |
|