NewEdge 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 | $2.52M | Sell |
35,320
-1,972
| -5% | -$141K | 0.04% | 330 |
|
|
2025
Q1 | $2.73M | Buy |
37,292
+2,899
| +8% | +$212K | 0.05% | 290 |
|
|
2024
Q4 | $2.15M | Sell |
34,393
-906
| -3% | -$56.8K | 0.04% | 338 |
|
|
2024
Q3 | $2.33M | Buy |
35,299
+3,969
| +13% | +$262K | 0.04% | 320 |
|
|
2024
Q2 | $2.26M | Sell |
31,330
-314
| -1% | -$22.7K | 0.05% | 308 |
|
|
2024
Q1 | $2.28M | Buy |
31,644
+4,145
| +15% | +$299K | 0.05% | 301 |
|
|
2023
Q4 | $1.81M | Buy |
27,499
+716
| +3% | +$47.1K | 0.05% | 314 |
|
|
2023
Q3 | $1.72M | Sell |
26,783
-1,394
| -5% | -$89.7K | 0.05% | 283 |
|
|
2023
Q2 | $1.7M | Sell |
28,177
-936
| -3% | -$56.5K | 0.06% | 281 |
|
|
2023
Q1 | $1.68M | Buy |
29,113
+215
| +0.7% | +$12.4K | 0.06% | 253 |
|
|
2022
Q4 | $1.65M | Sell |
28,898
-2,942
| -9% | -$168K | 0.07% | 237 |
|
|
2022
Q3 | $1.58M | Buy |
31,840
+4,625
| +17% | +$230K | 0.07% | 221 |
|
|
2022
Q2 | $1.42M | Buy |
27,215
+18,309
| +206% | +$957K | 0.06% | 236 |
|
|
2022
Q1 | $489K | Buy |
+8,906
| New | +$489K | 0.02% | 303 |
|