MWM
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Modern Wealth Management’s Shell SHEL Stock Holding History

Modern Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$432K Sell
6,131
-326
-5% -$23K 0.01% 502
2025
Q1 		$473K Buy
6,457
+82
+1% +$6.01K 0.02% 430
2024
Q4 		$399K Buy
6,375
+293
+5% +$18.4K 0.01% 398
2024
Q3 		$401K Buy
+6,082
New +$401K 0.02% 286