Phillips Wealth Planners’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 | $263K | Buy |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $252K | Buy |
|
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|
2024
Q3 | $256K | Sell |
|
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|
2024
Q2 | $289K | Sell |
|
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|
2024
Q1 | $285K | Sell |
|
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|
2023
Q4 | $249K | Sell |
|
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|
2023
Q3 | $283K | Buy |
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|
2023
Q2 | $244K | Sell |
|
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|
2023
Q1 | $252K | Buy |
|