Obermeyer Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Buy |
34,514
+14,979
| +77% | +$1.05M | 0.12% | 64 |
|
|
2025
Q1 | $1.43M | Buy |
19,535
+192
| +1% | +$14.1K | 0.08% | 81 |
|
|
2024
Q4 | $1.21M | Buy |
19,343
+21
| +0.1% | +$1.32K | 0.06% | 89 |
|
|
2024
Q3 | $1.27M | Buy |
19,322
+2,500
| +15% | +$165K | 0.07% | 94 |
|
|
2024
Q2 | $1.21M | Sell |
16,822
-1,000
| -6% | -$72.2K | 0.07% | 92 |
|
|
2024
Q1 | $1.19M | Buy |
17,822
+13,307
| +295% | +$892K | 0.07% | 89 |
|
|
2023
Q4 | $297K | Sell |
4,515
-895
| -17% | -$58.9K | 0.02% | 175 |
|
|
2023
Q3 | $348K | Hold |
5,410
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $327K | Hold |
5,410
| – | – | 0.02% | 154 |
|
|
2023
Q1 | $311K | Buy |
5,410
+1,400
| +35% | +$80.6K | 0.02% | 155 |
|
|
2022
Q4 | $228K | Buy |
+4,010
| New | +$228K | 0.02% | 198 |
|