Principle Wealth Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
7,065
| – | – | 0.03% | 231 |
|
|
2025
Q1 | $518K | Hold |
7,065
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $443K | Buy |
7,065
+200
| +3% | +$12.5K | 0.03% | 232 |
|
|
2024
Q3 | $453K | Buy |
6,865
+200
| +3% | +$13.2K | 0.03% | 241 |
|
|
2024
Q2 | $481K | Buy |
6,665
+331
| +5% | +$23.9K | 0.04% | 225 |
|
|
2024
Q1 | $425K | Hold |
6,334
| – | – | 0.03% | 239 |
|
|
2023
Q4 | $417K | Buy |
6,334
+100
| +2% | +$6.58K | 0.04% | 224 |
|
|
2023
Q3 | $401K | Hold |
6,234
| – | – | 0.04% | 224 |
|
|
2023
Q2 | $376K | Hold |
6,234
| – | – | 0.04% | 231 |
|
|
2023
Q1 | $359K | Sell |
6,234
-32
| -0.5% | -$1.84K | 0.04% | 226 |
|
|
2022
Q4 | $357K | Buy |
6,266
+520
| +9% | +$29.6K | 0.04% | 231 |
|
|
2022
Q3 | $272 | Buy |
5,746
+270
| +5% | +$13 | 0.03% | 244 |
|
|
2022
Q2 | $286K | Sell |
5,476
-270
| -5% | -$14.1K | 0.03% | 253 |
|
|
2022
Q1 | $301K | Buy |
+5,746
| New | +$301K | 0.03% | 258 |
|