Pines 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	$884K	Buy	12,285 +474	+4%	+$34.1K	0.31%	83
2025 Q1	$706K	Buy	11,811 +768	+7%	+$45.9K	0.33%	78
2024 Q4	$717K	Buy	+11,043	New	+$717K	0.31%	80