Mowery & Schoenfeld Wealth Management’s Shell SHEL Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$72	Hold
2025 Q2	$71	Sell
2025 Q1	$31.4K	Hold
2024 Q4	$26.8K	Hold
2024 Q3	$28.2K	Hold
2024 Q2	$30.9K	Hold
2024 Q1	$28.7K	Hold
2023 Q4	$28.2K	Buy