Pinnacle Wealth Planning Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $525K | Buy |
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|
2024
Q4 | $432K | Sell |
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|
2024
Q3 | $776K | Sell |
|
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|
2024
Q2 | $1.06M | Buy |
|
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|
2024
Q1 | $908K | Buy |
|
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|
2023
Q4 | $891K | Sell |
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|
2023
Q3 | $877K | Buy |
|
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|
2023
Q2 | $560K | Sell |
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|
2023
Q1 | $562K | Buy |
|
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|
2022
Q4 | $556K | Sell |
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|
2022
Q3 | $530K | Sell |
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|
2022
Q2 | $621K | Sell |
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|
2022
Q1 | $910K | Buy |
|