Portside Wealth Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
36,157
+797
| +2% | +$56.1K | 0.38% | 66 |
|
|
2025
Q1 | $2.59M | Buy |
35,360
+8,130
| +30% | +$596K | 0.42% | 64 |
|
|
2024
Q4 | $1.71M | Sell |
27,230
-450
| -2% | -$28.2K | 0.28% | 82 |
|
|
2024
Q3 | $1.83M | Sell |
27,680
-1,847
| -6% | -$122K | 0.31% | 79 |
|
|
2024
Q2 | $2.13M | Sell |
29,527
-1,183
| -4% | -$85.4K | 0.41% | 65 |
|
|
2024
Q1 | $2.06M | Buy |
30,710
+230
| +0.8% | +$15.4K | 0.38% | 74 |
|
|
2023
Q4 | $2.01M | Sell |
30,480
-769
| -2% | -$50.6K | 0.37% | 76 |
|
|
2023
Q3 | $2.01M | Sell |
31,249
-3,410
| -10% | -$220K | 0.38% | 71 |
|
|
2023
Q2 | $2.09M | Buy |
+34,659
| New | +$2.09M | 0.39% | 68 |
|