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Net Worth Advisory Group’s Shell SHEL Stock Holding History

Net Worth Advisory Group’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 		$565K Buy
8,030
+331
+4% +$23.3K 0.13% 177
2025
Q1 		$564K Sell
7,699
-480
-6% -$35.2K 0.18% 140
2024
Q4 		$512K Sell
8,179
-2,395
-23% -$150K 0.16% 168
2024
Q3 		$697K Buy
+10,574
New +$697K 0.21% 120