One Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Buy |
13,115
+1,205
| +10% | +$84.8K | 0.13% | 96 |
|
|
2025
Q1 | $873K | Buy |
11,910
+4,868
| +69% | +$357K | 0.13% | 102 |
|
|
2024
Q4 | $441K | Sell |
7,042
-4,919
| -41% | -$308K | 0.07% | 133 |
|
|
2024
Q3 | $789K | Sell |
11,961
-28
| -0.2% | -$1.85K | 0.12% | 88 |
|
|
2024
Q2 | $862K | Buy |
11,989
+4,014
| +50% | +$289K | 0.18% | 67 |
|
|
2024
Q1 | $535K | Buy |
7,975
+1,780
| +29% | +$119K | 0.09% | 118 |
|
|
2023
Q4 | $408K | Buy |
+6,195
| New | +$408K | 0.08% | 127 |
|
|
2023
Q3 | – | Sell |
-6,954
| Closed | -$420K | – | 219 |
|
|
2023
Q2 | $420K | Sell |
6,954
-107
| -2% | -$6.46K | 0.09% | 121 |
|
|
2023
Q1 | $406K | Buy |
7,061
+13
| +0.2% | +$748 | 0.09% | 116 |
|
|
2022
Q4 | $401K | Buy |
7,048
+220
| +3% | +$12.5K | 0.09% | 115 |
|
|
2022
Q3 | $340K | Buy |
6,828
+33
| +0.5% | +$1.64K | 0.11% | 105 |
|
|
2022
Q2 | $355K | Buy |
+6,795
| New | +$355K | 0.1% | 115 |
|