Marks Group Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
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|
2025
Q1 | $495K | Sell |
|
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|
2024
Q4 | $441K | Sell |
|
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|
2024
Q3 | $819K | Buy |
|
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|
2024
Q2 | $878K | Buy |
|
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|
2024
Q1 | $654K | Sell |
|
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|
2023
Q4 | $813K | Sell |
|
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|
2023
Q3 | $883K | Buy |
|
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|
2023
Q2 | $659K | Sell |
|
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|
2023
Q1 | $640K | Sell |
|
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|
2022
Q4 | $655K | Sell |
|
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|
2022
Q3 | $612K | Buy |
|
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|
2022
Q2 | $562K | Buy |
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|
2022
Q1 | $507K | Buy |
|