NWAM LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $590K | Buy |
8,227
+1,478
| +22% | +$106K | 0.05% | 295 |
|
|
2025
Q1 | $495K | Sell |
6,749
-2,734
| -29% | -$200K | 0.04% | 316 |
|
|
2024
Q4 | $594K | Sell |
9,483
-162
| -2% | -$10.1K | 0.04% | 343 |
|
|
2024
Q3 | $636K | Buy |
+9,645
| New | +$636K | 0.04% | 336 |
|
|
2024
Q2 | – | Sell |
-10,635
| Closed | -$760K | – | 456 |
|
|
2024
Q1 | $760K | Sell |
10,635
-984
| -8% | -$70.3K | 0.06% | 261 |
|
|
2023
Q4 | $765K | Buy |
11,619
+3,488
| +43% | +$230K | 0.06% | 268 |
|
|
2023
Q3 | $524K | Sell |
8,131
-2,846
| -26% | -$183K | 0.05% | 285 |
|
|
2023
Q2 | $663K | Buy |
10,977
+2,161
| +25% | +$130K | 0.05% | 281 |
|
|
2023
Q1 | $507K | Sell |
8,816
-896
| -9% | -$51.6K | 0.05% | 277 |
|
|
2022
Q4 | $553K | Buy |
9,712
+3,186
| +49% | +$181K | 0.05% | 297 |
|
|
2022
Q3 | $325K | Sell |
6,526
-2,727
| -29% | -$136K | 0.03% | 369 |
|
|
2022
Q2 | $462K | Buy |
9,253
+2,621
| +40% | +$131K | 0.04% | 318 |
|
|
2022
Q1 | $364K | Buy |
+6,632
| New | +$364K | 0.03% | 380 |
|