Obermeyer Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.48M | Buy |
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|
2025
Q2 | $2.43M | Buy |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.21M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.21M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $297K | Sell |
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|
2023
Q3 | $348K | Hold |
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|
2023
Q2 | $327K | Hold |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $228K | Buy |
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