Planned Solutions’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,300
| Closed | -$242K | – | 129 |
|
|
2025
Q1 | $242K | Buy |
+3,300
| New | +$242K | 0.1% | 98 |
|
|
2024
Q4 | – | Sell |
-2,565
| Closed | -$169K | – | 543 |
|
|
2024
Q3 | $169K | Buy |
+2,565
| New | +$169K | 0.07% | 132 |
|
|
2024
Q1 | – | Sell |
-2,325
| Closed | -$153K | – | 472 |
|
|
2023
Q4 | $153K | Sell |
2,325
-2,196
| -49% | -$144K | 0.07% | 118 |
|
|
2023
Q3 | $291K | Hold |
4,521
| – | – | 0.18% | 58 |
|
|
2023
Q2 | $273K | Hold |
4,521
| – | – | 0.16% | 59 |
|
|
2023
Q1 | $260K | Buy |
4,521
+140
| +3% | +$8.06K | 0.16% | 58 |
|
|
2022
Q4 | $249K | Hold |
4,381
| – | – | 0.18% | 56 |
|
|
2022
Q3 | $218K | Hold |
4,381
| – | – | 0.18% | 59 |
|
|
2022
Q2 | $229K | Sell |
4,381
-800
| -15% | -$41.8K | 0.21% | 53 |
|
|
2022
Q1 | $285K | Buy |
+5,181
| New | +$285K | 0.2% | 54 |
|