Personal CFO Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
5,113
+179
| +4% | +$12.6K | 0.07% | 284 |
|
|
2025
Q1 | $362K | Buy |
4,934
+23
| +0.5% | +$1.69K | 0.07% | 267 |
|
|
2024
Q4 | $308K | Sell |
4,911
-851
| -15% | -$53.3K | 0.06% | 314 |
|
|
2024
Q3 | $380K | Sell |
5,762
-276
| -5% | -$18.2K | 0.05% | 332 |
|
|
2024
Q2 | $436K | Buy |
6,038
+429
| +8% | +$31K | 0.07% | 279 |
|
|
2024
Q1 | $376K | Sell |
5,609
-251
| -4% | -$16.8K | 0.06% | 331 |
|
|
2023
Q4 | $386K | Buy |
5,860
+597
| +11% | +$39.3K | 0.07% | 304 |
|
|
2023
Q3 | $339K | Buy |
5,263
+517
| +11% | +$33.3K | 0.07% | 295 |
|
|
2023
Q2 | $287K | Buy |
4,746
+66
| +1% | +$3.99K | 0.06% | 343 |
|
|
2023
Q1 | $269K | Buy |
4,680
+183
| +4% | +$10.5K | 0.06% | 347 |
|
|
2022
Q4 | $256K | Buy |
4,497
+417
| +10% | +$23.7K | 0.05% | 346 |
|
|
2022
Q3 | $203K | Sell |
4,080
-530
| -11% | -$26.4K | 0.05% | 371 |
|
|
2022
Q2 | $241K | Sell |
4,610
-492
| -10% | -$25.7K | 0.06% | 326 |
|
|
2022
Q1 | $280K | Buy |
+5,102
| New | +$280K | 0.06% | 357 |
|