Moneta Group Investment Advisors’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 | $334K | Buy |
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|
2025
Q2 | $318K | Sell |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $594K | Sell |
|
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|
2024
Q3 | $629K | Sell |
|
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|
2024
Q2 | $812K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $801K | Buy |
|
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $712K | Sell |
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|
2023
Q1 | $820K | Buy |
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|
2022
Q4 | $830K | Sell |
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|
2022
Q3 | $743K | Sell |
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|
2022
Q2 | $926K | Sell |
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|
2022
Q1 | $1.12M | Buy |
|