Mission 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 | $1.45M | Sell |
20,553
-747
| -4% | -$52.6K | 0.03% | 243 |
|
|
2025
Q1 | $1.56M | Buy |
21,300
+540
| +3% | +$39.6K | 0.04% | 212 |
|
|
2024
Q4 | $1.3M | Sell |
20,760
-385
| -2% | -$24.1K | 0.03% | 225 |
|
|
2024
Q3 | $1.39M | Buy |
21,145
+1,871
| +10% | +$123K | 0.03% | 217 |
|
|
2024
Q2 | $1.39M | Buy |
19,274
+79
| +0.4% | +$5.7K | 0.04% | 204 |
|
|
2024
Q1 | $1.29M | Sell |
19,195
-2,483
| -11% | -$166K | 0.03% | 227 |
|
|
2023
Q4 | $1.43M | Buy |
21,678
+3,215
| +17% | +$212K | 0.05% | 183 |
|
|
2023
Q3 | $1.19M | Buy |
18,463
+3,068
| +20% | +$198K | 0.04% | 188 |
|
|
2023
Q2 | $930K | Buy |
15,395
+2,262
| +17% | +$137K | 0.04% | 221 |
|
|
2023
Q1 | $756K | Buy |
13,133
+190
| +1% | +$10.9K | 0.03% | 258 |
|
|
2022
Q4 | $737K | Sell |
12,943
-2,018
| -13% | -$115K | 0.04% | 247 |
|
|
2022
Q3 | $744K | Sell |
14,961
-23
| -0.2% | -$1.14K | 0.04% | 225 |
|
|
2022
Q2 | $784K | Sell |
14,984
-576
| -4% | -$30.1K | 0.04% | 222 |
|
|
2022
Q1 | $855K | Buy |
+15,560
| New | +$855K | 0.04% | 214 |
|