Meridian 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 | $755K | Sell |
10,716
-279
| -3% | -$19.6K | 0.03% | 363 |
|
|
2025
Q1 | $806K | Buy |
10,995
+682
| +7% | +$50K | 0.04% | 324 |
|
|
2024
Q4 | $646K | Buy |
10,313
+30
| +0.3% | +$1.88K | 0.03% | 368 |
|
|
2024
Q3 | $678K | Buy |
+10,283
| New | +$678K | 0.03% | 357 |
|
|
2024
Q1 | – | Sell |
-10,478
| Closed | -$689K | – | 465 |
|
|
2023
Q4 | $689K | Sell |
10,478
-8,460
| -45% | -$557K | 0.04% | 320 |
|
|
2023
Q3 | $1.22M | Buy |
18,938
+8,966
| +90% | +$577K | 0.07% | 210 |
|
|
2023
Q2 | $602K | Sell |
9,972
-4,391
| -31% | -$265K | 0.05% | 290 |
|
|
2023
Q1 | $826K | Sell |
14,363
-2,902
| -17% | -$167K | 0.07% | 234 |
|
|
2022
Q4 | $983K | Sell |
17,265
-2,640
| -13% | -$150K | 0.1% | 199 |
|
|
2022
Q3 | $990K | Buy |
19,905
+10,219
| +106% | +$508K | 0.11% | 187 |
|
|
2022
Q2 | $506K | Buy |
9,686
+159
| +2% | +$8.31K | 0.04% | 346 |
|
|
2022
Q1 | $523K | Buy |
+9,527
| New | +$523K | 0.06% | 234 |
|