Phillips Wealth Planners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
3,475
-360
| -9% | -$25.7K | 0.22% | 157 |
|
|
2025
Q1 | $238K | Sell |
3,835
-53
| -1% | -$3.29K | 0.25% | 149 |
|
|
2024
Q4 | $252K | Buy |
3,888
+44
| +1% | +$2.86K | 0.25% | 140 |
|
|
2024
Q3 | $256K | Sell |
3,844
-125
| -3% | -$8.33K | 0.25% | 149 |
|
|
2024
Q2 | $289K | Sell |
3,969
-43
| -1% | -$3.14K | 0.31% | 123 |
|
|
2024
Q1 | $285K | Sell |
4,012
-54
| -1% | -$3.84K | 0.33% | 120 |
|
|
2023
Q4 | $249K | Sell |
4,066
-86
| -2% | -$5.28K | 0.3% | 128 |
|
|
2023
Q3 | $283K | Buy |
4,152
+112
| +3% | +$7.63K | 0.38% | 102 |
|
|
2023
Q2 | $244K | Sell |
4,040
-58
| -1% | -$3.5K | 0.32% | 118 |
|
|
2023
Q1 | $252K | Buy |
+4,098
| New | +$252K | 0.33% | 114 |
|