Principle Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $547K | Buy |
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|
2025
Q2 | $497K | Hold |
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|
2025
Q1 | $518K | Hold |
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|
2024
Q4 | $443K | Buy |
|
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|
2024
Q3 | $453K | Buy |
|
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|
2024
Q2 | $481K | Buy |
|
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|
2024
Q1 | $425K | Hold |
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|
2023
Q4 | $417K | Buy |
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|
2023
Q3 | $401K | Hold |
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|
2023
Q2 | $376K | Hold |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $272 | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $301K | Buy |
|