Mount Yale 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
Q2 | $869K | Buy |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $709K | Sell |
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|
2024
Q3 | $782K | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $858K | Sell |
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|
2023
Q4 | $1.83M | Sell |
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|
2023
Q3 | $1.83M | Buy |
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|
2023
Q2 | $968K | Buy |
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|
2023
Q1 | $597K | Sell |
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|
2022
Q4 | $831K | Sell |
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|
2022
Q3 | $934K | Buy |
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|
2022
Q2 | $540K | Buy |
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|
2022
Q1 | $304K | Buy |
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