MWM
Mattern Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $529K | Buy |
7,520
+120
| +2% | +$8.45K | 0.11% | 89 |
|
|
2025
Q1 | $542K | Buy |
7,400
+1,625
| +28% | +$119K | 0.12% | 91 |
|
|
2024
Q4 | $362K | Sell |
5,775
-491
| -8% | -$30.8K | 0.08% | 125 |
|
|
2024
Q3 | $413K | Hold |
6,266
| – | – | 0.09% | 118 |
|
|
2024
Q2 | $452K | Buy |
6,266
+87
| +1% | +$6.28K | 0.11% | 110 |
|
|
2024
Q1 | $414K | Buy |
6,179
+2
| +0% | +$134 | 0.1% | 121 |
|
|
2023
Q4 | $406K | Buy |
6,177
+402
| +7% | +$26.5K | 0.1% | 121 |
|
|
2023
Q3 | $372K | Buy |
5,775
+175
| +3% | +$11.3K | 0.11% | 118 |
|
|
2023
Q2 | $338K | Hold |
5,600
| – | – | 0.1% | 129 |
|
|
2023
Q1 | $322K | Hold |
5,600
| – | – | 0.11% | 135 |
|
|
2022
Q4 | $319K | Buy |
5,600
+700
| +14% | +$39.9K | 0.13% | 126 |
|
|
2022
Q3 | $244K | Buy |
4,900
+500
| +11% | +$24.9K | 0.1% | 139 |
|
|
2022
Q2 | $230K | Buy |
+4,400
| New | +$230K | 0.09% | 138 |
|