Mascoma 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
$3.8K Hold
54
﹤0.01% 402
2025
Q1
$3.96K Sell
54
-30
-36% -$2.2K ﹤0.01% 416
2024
Q4
$5.26K Buy
84
+30
+56% +$1.88K ﹤0.01% 400
2024
Q3
$3.56K Hold
54
﹤0.01% 411
2024
Q2
$3.9K Hold
54
﹤0.01% 427
2024
Q1
$3.62K Hold
54
﹤0.01% 407
2023
Q4
$3.55K Hold
54
﹤0.01% 420
2023
Q3
$3.48K Hold
54
﹤0.01% 429
2023
Q2
$3.33K Hold
54
﹤0.01% 424
2023
Q1
$3.35K Hold
54
﹤0.01% 520
2022
Q4
$3.08K Hold
54
﹤0.01% 542
2022
Q3
$3K Hold
54
﹤0.01% 545
2022
Q2
$3K Hold
54
﹤0.01% 556
2022
Q1
$3K Buy
+54
New +$3K ﹤0.01% 543