OWA
Octavia Wealth Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
26,999
-1,170
| -4% | -$82.4K | 0.22% | 48 |
|
|
2025
Q1 | $2.06M | Sell |
28,169
-3,290
| -10% | -$241K | 0.25% | 44 |
|
|
2024
Q4 | $1.97M | Buy |
31,459
+8
| +0% | +$501 | 0.24% | 45 |
|
|
2024
Q3 | $2.07M | Sell |
31,451
-3,168
| -9% | -$209K | 0.26% | 44 |
|
|
2024
Q2 | $2.5M | Buy |
34,619
+2,295
| +7% | +$166K | 0.34% | 39 |
|
|
2024
Q1 | $2.17M | Buy |
32,324
+573
| +2% | +$38.4K | 0.32% | 42 |
|
|
2023
Q4 | $2.09M | Sell |
31,751
-840
| -3% | -$55.3K | 0.37% | 39 |
|
|
2023
Q3 | $2.1M | Sell |
32,591
-165
| -0.5% | -$10.6K | 0.43% | 40 |
|
|
2023
Q2 | $1.98M | Sell |
32,756
-527
| -2% | -$31.8K | 0.4% | 39 |
|
|
2023
Q1 | $1.92M | Sell |
33,283
-736
| -2% | -$42.3K | 0.43% | 38 |
|
|
2022
Q4 | $1.94M | Buy |
34,019
+137
| +0.4% | +$7.8K | 0.48% | 39 |
|
|
2022
Q3 | $1.69M | Sell |
33,882
-27
| -0.1% | -$1.34K | 0.46% | 43 |
|
|
2022
Q2 | $1.77M | Sell |
33,909
-292
| -0.9% | -$15.2K | 0.46% | 43 |
|
|
2022
Q1 | $1.88M | Buy |
+34,201
| New | +$1.88M | 0.42% | 43 |
|