Naviter Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.48M | Buy |
63,559
+1,438
| +2% | +$101K | 0.55% | 36 |
|
|
2025
Q1 | $4.52M | Buy |
62,121
+366
| +0.6% | +$26.6K | 0.55% | 41 |
|
|
2024
Q4 | $3.87M | Sell |
61,755
-20,748
| -25% | -$1.3M | 0.47% | 52 |
|
|
2024
Q3 | $5.44M | Buy |
82,503
+501
| +0.6% | +$33K | 0.76% | 29 |
|
|
2024
Q2 | $5.92M | Buy |
82,002
+1,714
| +2% | +$124K | 0.88% | 21 |
|
|
2024
Q1 | $5.38M | Buy |
80,288
+9,153
| +13% | +$614K | 0.88% | 24 |
|
|
2023
Q4 | $4.68M | Buy |
71,135
+15,519
| +28% | +$1.02M | 0.94% | 24 |
|
|
2023
Q3 | $3.58M | Buy |
55,616
+8,145
| +17% | +$524K | 0.86% | 23 |
|
|
2023
Q2 | $2.87M | Buy |
47,471
+4,694
| +11% | +$283K | 0.73% | 29 |
|
|
2023
Q1 | $2.46M | Buy |
42,777
+6,514
| +18% | +$375K | 0.86% | 19 |
|
|
2022
Q4 | $2.1M | Buy |
36,263
+372
| +1% | +$21.6K | 0.58% | 37 |
|
|
2022
Q3 | $1.79M | Buy |
35,891
+3,852
| +12% | +$192K | 0.73% | 23 |
|
|
2022
Q2 | $1.68M | Buy |
+32,039
| New | +$1.68M | 0.69% | 25 |
|