Pinnacle Wealth Planning Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
5,996
-1,164
| -16% | -$82K | 0.06% | 229 |
|
|
2025
Q1 | $525K | Buy |
7,160
+259
| +4% | +$19K | 0.08% | 161 |
|
|
2024
Q4 | $432K | Sell |
6,901
-4,864
| -41% | -$305K | 0.07% | 178 |
|
|
2024
Q3 | $776K | Sell |
11,765
-2,864
| -20% | -$189K | 0.11% | 122 |
|
|
2024
Q2 | $1.06M | Buy |
14,629
+1,084
| +8% | +$78.2K | 0.15% | 87 |
|
|
2024
Q1 | $908K | Buy |
13,545
+1
| +0% | +$67 | 0.13% | 106 |
|
|
2023
Q4 | $891K | Sell |
13,544
-73
| -0.5% | -$4.8K | 0.14% | 100 |
|
|
2023
Q3 | $877K | Buy |
13,617
+4,336
| +47% | +$279K | 0.14% | 94 |
|
|
2023
Q2 | $560K | Sell |
9,281
-483
| -5% | -$29.2K | 0.09% | 148 |
|
|
2023
Q1 | $562K | Buy |
9,764
+8
| +0.1% | +$460 | 0.09% | 155 |
|
|
2022
Q4 | $556K | Sell |
9,756
-900
| -8% | -$51.3K | 0.1% | 146 |
|
|
2022
Q3 | $530K | Sell |
10,656
-1,229
| -10% | -$61.1K | 0.1% | 133 |
|
|
2022
Q2 | $621K | Sell |
11,885
-4,684
| -28% | -$245K | 0.11% | 126 |
|
|
2022
Q1 | $910K | Buy |
+16,569
| New | +$910K | 0.17% | 99 |
|