Quotient 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 | $512K | Buy |
7,268
+3,772
| +108% | +$266K | 0.02% | 187 |
|
|
2025
Q1 | $256K | Sell |
3,496
-6,406
| -65% | -$469K | 0.01% | 284 |
|
|
2024
Q4 | $620K | Buy |
9,902
+6,152
| +164% | +$385K | 0.02% | 146 |
|
|
2024
Q3 | $247K | Sell |
3,750
-712
| -16% | -$47K | 0.01% | 281 |
|
|
2024
Q2 | $322K | Buy |
4,462
+119
| +3% | +$8.59K | 0.01% | 239 |
|
|
2024
Q1 | $291K | Sell |
4,343
-225
| -5% | -$15.1K | 0.01% | 236 |
|
|
2023
Q4 | $301K | Buy |
+4,568
| New | +$301K | 0.01% | 226 |
|