Modera 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 | $476K | Buy |
6,761
+982
| +17% | +$69.1K | 0.01% | 459 |
|
|
2025
Q1 | $423K | Sell |
5,779
-83
| -1% | -$6.08K | 0.01% | 457 |
|
|
2024
Q4 | $367K | Sell |
5,862
-261
| -4% | -$16.4K | ﹤0.01% | 481 |
|
|
2024
Q3 | $404K | Buy |
6,123
+482
| +9% | +$31.8K | 0.01% | 445 |
|
|
2024
Q2 | $407K | Sell |
5,641
-272
| -5% | -$19.6K | 0.01% | 424 |
|
|
2024
Q1 | $396K | Buy |
5,913
+177
| +3% | +$11.9K | 0.01% | 427 |
|
|
2023
Q4 | $377K | Buy |
5,736
+736
| +15% | +$48.4K | 0.01% | 423 |
|
|
2023
Q3 | $322K | Buy |
5,000
+1
| +0% | +$64 | 0.01% | 440 |
|
|
2023
Q2 | $302K | Buy |
4,999
+697
| +16% | +$42.1K | 0.01% | 466 |
|
|
2023
Q1 | $248K | Sell |
4,302
-354
| -8% | -$20.4K | 0.01% | 311 |
|
|
2022
Q4 | $265K | Sell |
4,656
-136
| -3% | -$7.75K | 0.01% | 298 |
|
|
2022
Q3 | $238K | Buy |
4,792
+241
| +5% | +$12K | 0.01% | 279 |
|
|
2022
Q2 | $238K | Sell |
4,551
-33
| -0.7% | -$1.73K | 0.01% | 291 |
|
|
2022
Q1 | $252K | Buy |
+4,584
| New | +$252K | 0.01% | 312 |
|