RDWM
Red Door Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
5,249
-348
| -6% | -$24.5K | 0.04% | 186 |
|
|
2025
Q1 | $410K | Buy |
5,597
+776
| +16% | +$56.9K | 0.06% | 162 |
|
|
2024
Q4 | $302K | Sell |
4,821
-63
| -1% | -$3.95K | 0.05% | 181 |
|
|
2024
Q3 | $322K | Sell |
4,884
-50
| -1% | -$3.3K | 0.05% | 163 |
|
|
2024
Q2 | $356K | Buy |
4,934
+127
| +3% | +$9.17K | 0.06% | 145 |
|
|
2024
Q1 | $322K | Buy |
4,807
+561
| +13% | +$37.6K | 0.06% | 155 |
|
|
2023
Q4 | $279K | Buy |
4,246
+623
| +17% | +$41K | 0.06% | 157 |
|
|
2023
Q3 | $233K | Buy |
+3,623
| New | +$233K | 0.06% | 159 |
|