Perigon Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
29,676
-1,149
| -4% | -$80.9K | 0.05% | 320 |
|
|
2025
Q1 | $2.26M | Sell |
30,825
-14
| -0% | -$1.03K | 0.06% | 284 |
|
|
2024
Q4 | $2.05M | Buy |
30,839
+196
| +0.6% | +$13K | 0.05% | 305 |
|
|
2024
Q3 | $2.02M | Sell |
30,643
-758
| -2% | -$50K | 0.05% | 283 |
|
|
2024
Q2 | $2.27M | Buy |
31,401
+1,114
| +4% | +$80.4K | 0.07% | 241 |
|
|
2024
Q1 | $2.03M | Buy |
30,287
+2,982
| +11% | +$200K | 0.06% | 247 |
|
|
2023
Q4 | $1.8M | Sell |
27,305
-219
| -0.8% | -$14.4K | 0.06% | 239 |
|
|
2023
Q3 | $1.77M | Sell |
27,524
-85
| -0.3% | -$5.47K | 0.07% | 218 |
|
|
2023
Q2 | $1.64M | Buy |
27,609
+1,371
| +5% | +$81.4K | 0.06% | 234 |
|
|
2023
Q1 | $1.51M | Buy |
26,238
+771
| +3% | +$44.4K | 0.09% | 207 |
|
|
2022
Q4 | $1.45M | Buy |
25,467
+3,373
| +15% | +$192K | 0.09% | 210 |
|
|
2022
Q3 | $1.1M | Sell |
22,094
-223
| -1% | -$11.1K | 0.1% | 194 |
|
|
2022
Q2 | $1.17M | Buy |
22,317
+8,194
| +58% | +$428K | 0.1% | 195 |
|
|
2022
Q1 | $776K | Buy |
+14,123
| New | +$776K | 0.05% | 274 |
|