Roberts Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
33,902
+272
| +0.8% | +$19.2K | 0.69% | 45 |
|
|
2025
Q1 | $2.46M | Sell |
33,630
-21
| -0.1% | -$1.54K | 0.76% | 46 |
|
|
2024
Q4 | $2.23M | Buy |
33,651
+5,810
| +21% | +$386K | 0.68% | 48 |
|
|
2024
Q3 | $1.9M | Buy |
27,841
+341
| +1% | +$23.3K | 0.61% | 49 |
|
|
2024
Q2 | $2M | Buy |
27,500
+124
| +0.5% | +$9K | 0.68% | 45 |
|
|
2024
Q1 | $1.97M | Buy |
27,376
+802
| +3% | +$57.7K | 0.74% | 43 |
|
|
2023
Q4 | $5.04M | Buy |
26,574
+172
| +0.7% | +$32.6K | 0.78% | 41 |
|
|
2023
Q3 | $1.8M | Buy |
26,402
+218
| +0.8% | +$14.8K | 0.79% | 44 |
|
|
2023
Q2 | $1.58M | Sell |
26,184
-900
| -3% | -$54.3K | 0.7% | 47 |
|
|
2023
Q1 | $1.61M | Buy |
27,084
+27
| +0.1% | +$1.61K | 0.74% | 46 |
|
|
2022
Q4 | $1.51M | Buy |
27,057
+714
| +3% | +$40K | 0.73% | 49 |
|
|
2022
Q3 | $1.36M | Buy |
26,343
+335
| +1% | +$17.3K | 0.67% | 46 |
|
|
2022
Q2 | $1.28M | Buy |
26,008
+431
| +2% | +$21.1K | 0.56% | 51 |
|
|
2022
Q1 | $1.43M | Buy |
+25,577
| New | +$1.43M | 0.56% | 54 |
|