Modera 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 | $422K | Sell |
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|
2025
Q2 | $476K | Buy |
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|
2025
Q1 | $423K | Sell |
|
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|
2024
Q4 | $367K | Sell |
|
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|
2024
Q3 | $404K | Buy |
|
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|
2024
Q2 | $407K | Sell |
|
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|
2024
Q1 | $396K | Buy |
|
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|
2023
Q4 | $377K | Buy |
|
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|
2023
Q3 | $322K | Buy |
|
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|
2023
Q2 | $302K | Buy |
|
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|
2023
Q1 | $248K | Sell |
|
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|
2022
Q4 | $265K | Sell |
|
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $238K | Sell |
|
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|
2022
Q1 | $252K | Buy |
|