Octavia Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
|
|||||
|
2025
Q1 | $2.06M | Sell |
|
|||||
|
2024
Q4 | $1.97M | Buy |
|
|||||
|
2024
Q3 | $2.07M | Sell |
|
|||||
|
2024
Q2 | $2.5M | Buy |
|
|||||
|
2024
Q1 | $2.17M | Buy |
|
|||||
|
2023
Q4 | $2.09M | Sell |
|
|||||
|
2023
Q3 | $2.1M | Sell |
|
|||||
|
2023
Q2 | $1.98M | Sell |
|
|||||
|
2023
Q1 | $1.92M | Sell |
|
|||||
|
2022
Q4 | $1.94M | Buy |
|
|||||
|
2022
Q3 | $1.69M | Sell |
|
|||||
|
2022
Q2 | $1.77M | Sell |
|
|||||
|
2022
Q1 | $1.88M | Buy |
|