Plante Moran Financial Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-84
| Closed | -$5.26K | – | 949 |
|
|
2024
Q4 | $5.26K | Buy |
84
+54
| +180% | +$3.38K | ﹤0.01% | 680 |
|
|
2024
Q3 | $2K | Sell |
30
-154
| -84% | -$10.2K | ﹤0.01% | 755 |
|
|
2024
Q2 | $13.3K | Buy |
184
+68
| +59% | +$4.91K | ﹤0.01% | 538 |
|
|
2024
Q1 | $7.8K | Sell |
116
-119
| -51% | -$8K | ﹤0.01% | 636 |
|
|
2023
Q4 | $15.5K | Sell |
235
-176
| -43% | -$11.6K | ﹤0.01% | 494 |
|
|
2023
Q3 | $26.5K | Buy |
411
+37
| +10% | +$2.38K | ﹤0.01% | 383 |
|
|
2023
Q2 | $22.6K | Buy |
374
+43
| +13% | +$2.6K | ﹤0.01% | 420 |
|
|
2023
Q1 | $19K | Buy |
331
+3
| +0.9% | +$173 | ﹤0.01% | 453 |
|
|
2022
Q4 | $18.7K | Buy |
328
+3
| +0.9% | +$171 | ﹤0.01% | 476 |
|
|
2022
Q3 | $16K | Buy |
325
+3
| +0.9% | +$148 | ﹤0.01% | 507 |
|
|
2022
Q2 | $17K | Sell |
322
-271
| -46% | -$14.3K | ﹤0.01% | 502 |
|
|
2022
Q1 | $33K | Buy |
+593
| New | +$33K | 0.01% | 399 |
|