Marks Group Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
6,356
-404
| -6% | -$28.4K | 0.04% | 234 |
|
|
2025
Q1 | $495K | Sell |
6,760
-283
| -4% | -$20.7K | 0.05% | 242 |
|
|
2024
Q4 | $441K | Sell |
7,043
-5,372
| -43% | -$337K | 0.04% | 231 |
|
|
2024
Q3 | $819K | Buy |
12,415
+257
| +2% | +$17K | 0.08% | 184 |
|
|
2024
Q2 | $878K | Buy |
12,158
+2,397
| +25% | +$173K | 0.09% | 176 |
|
|
2024
Q1 | $654K | Sell |
9,761
-2,588
| -21% | -$174K | 0.07% | 200 |
|
|
2023
Q4 | $813K | Sell |
12,349
-1,359
| -10% | -$89.4K | 0.09% | 181 |
|
|
2023
Q3 | $883K | Buy |
13,708
+2,794
| +26% | +$180K | 0.11% | 171 |
|
|
2023
Q2 | $659K | Sell |
10,914
-215
| -2% | -$13K | 0.08% | 190 |
|
|
2023
Q1 | $640K | Sell |
11,129
-364
| -3% | -$20.9K | 0.08% | 191 |
|
|
2022
Q4 | $655K | Sell |
11,493
-812
| -7% | -$46.2K | 0.09% | 187 |
|
|
2022
Q3 | $612K | Buy |
12,305
+1,550
| +14% | +$77.1K | 0.09% | 185 |
|
|
2022
Q2 | $562K | Buy |
10,755
+1,533
| +17% | +$80.1K | 0.08% | 202 |
|
|
2022
Q1 | $507K | Buy |
+9,222
| New | +$507K | 0.06% | 230 |
|