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MPWM Advisory Solutions’s Shell SHEL Stock Holding History

MPWM Advisory Solutions’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 		$22.4K Sell
319
-22
-6% -$1.55K 0.01% 225
2025
Q1 		$25K Buy
341
+3
+0.9% +$220 0.02% 207
2024
Q4 		$21.1K Buy
+338
New +$21.1K 0.02% 238