PFG Private 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 | – | Sell |
-2,354
| Closed | -$173K | – | 210 |
|
|
2025
Q1 | $173K | Sell |
2,354
-40
| -2% | -$2.93K | 0.09% | 64 |
|
|
2024
Q4 | $150K | Sell |
2,394
-6
| -0.3% | -$376 | 0.09% | 62 |
|
|
2024
Q3 | $158K | Sell |
2,400
-33
| -1% | -$2.18K | 0.09% | 68 |
|
|
2024
Q2 | $176K | Sell |
2,433
-538
| -18% | -$38.8K | 0.11% | 59 |
|
|
2024
Q1 | $199K | Buy |
2,971
+43
| +1% | +$2.88K | 0.13% | 53 |
|
|
2023
Q4 | $193K | Buy |
2,928
+2,678
| +1,071% | +$176K | 0.13% | 46 |
|
|
2023
Q3 | $16.1K | Hold |
250
| – | – | 0.01% | 172 |
|
|
2023
Q2 | $15.1K | Hold |
250
| – | – | 0.01% | 193 |
|
|
2023
Q1 | $14.4K | Sell |
250
-14
| -5% | -$806 | 0.01% | 183 |
|
|
2022
Q4 | $15K | Buy |
264
+14
| +6% | +$795 | 0.01% | 171 |
|
|
2022
Q3 | $12K | Hold |
250
| – | – | 0.01% | 177 |
|
|
2022
Q2 | $13K | Hold |
250
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $14K | Buy |
+250
| New | +$14K | 0.01% | 193 |
|