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ORG Wealth Partners’s Shell SHEL Stock Holding History

ORG Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$194K Hold
2,718
– – 0.05% 183
2025
Q1 		$199K Buy
2,718
+273
+11% +$20K 0.06% 188
2024
Q4 		$153K Hold
2,445
– – 0.05% 139
2024
Q3 		$161K Buy
+2,445
New +$161K 0.05% 139