Mattern 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
Q3
$538K Hold
2025
Q2
$529K Buy
2025
Q1
$542K Buy
2024
Q4
$362K Sell
2024
Q3
$413K Hold
2024
Q2
$452K Buy
2024
Q1
$414K Buy
2023
Q4
$406K Buy
2023
Q3
$372K Buy
2023
Q2
$338K Hold
2023
Q1
$322K Hold
2022
Q4
$319K Buy
2022
Q3
$244K Buy
2022
Q2
$230K Buy