Mowery & Schoenfeld 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 | $71 | Sell |
1
-427
| -100% | -$30.3K | ﹤0.01% | 389 |
|
|
2025
Q1 | $31.4K | Hold |
428
| – | – | 0.06% | 166 |
|
|
2024
Q4 | $26.8K | Hold |
428
| – | – | 0.05% | 157 |
|
|
2024
Q3 | $28.2K | Hold |
428
| – | – | 0.04% | 132 |
|
|
2024
Q2 | $30.9K | Hold |
428
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $28.7K | Hold |
428
| – | – | 0.06% | 97 |
|
|
2023
Q4 | $28.2K | Buy |
+428
| New | +$28.2K | 0.06% | 88 |
|