PDS Planning’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $748K | Buy |
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|
2025
Q2 | $706K | Sell |
|
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|
2025
Q1 | $748K | Buy |
|
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|
2024
Q4 | $532K | Sell |
|
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|
2024
Q3 | $655K | Buy |
|
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|
2024
Q2 | $646K | Buy |
|
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|
2024
Q1 | $584K | Buy |
|
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|
2023
Q4 | $562K | Buy |
|
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|
2023
Q3 | $520K | Buy |
|
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|
2023
Q2 | $469K | Buy |
|
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|
2023
Q1 | $433K | Buy |
|
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|
2022
Q4 | $247K | Sell |
|
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|
2022
Q3 | $216K | Buy |
|
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|
2022
Q2 | $222K | Buy |
|