Physician Wealth Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$65.6K Buy
932
+57
+7% +$4.01K 0.01% 311
2025
Q1
$64.1K Sell
875
-346
-28% -$25.4K 0.01% 301
2024
Q4
$76.5K Buy
+1,221
New +$76.5K 0.01% 287