RSWM
Robertson Stephens Wealth Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Sell |
4,930
-408
| -8% | -$28.7K | 0.01% | 427 |
|
|
2025
Q1 | $391K | Buy |
5,338
+3
| +0.1% | +$220 | 0.01% | 395 |
|
|
2024
Q4 | $334K | Buy |
5,335
+4
| +0.1% | +$251 | 0.01% | 440 |
|
|
2024
Q3 | $352K | Sell |
5,331
-666
| -11% | -$43.9K | 0.01% | 493 |
|
|
2024
Q2 | $433K | Sell |
5,997
-221
| -4% | -$16K | 0.02% | 351 |
|
|
2024
Q1 | $417K | Sell |
6,218
-658
| -10% | -$44.1K | 0.02% | 368 |
|
|
2023
Q4 | $452K | Buy |
6,876
+243
| +4% | +$16K | 0.03% | 323 |
|
|
2023
Q3 | $427K | Buy |
6,633
+14
| +0.2% | +$901 | 0.03% | 324 |
|
|
2023
Q2 | $400K | Sell |
6,619
-19
| -0.3% | -$1.15K | 0.03% | 314 |
|
|
2023
Q1 | $382K | Sell |
6,638
-308
| -4% | -$17.7K | 0.03% | 330 |
|
|
2022
Q4 | $396K | Buy |
6,946
+84
| +1% | +$4.78K | 0.04% | 290 |
|
|
2022
Q3 | $341K | Hold |
6,862
| – | – | 0.04% | 262 |
|
|
2022
Q2 | $358K | Buy |
6,862
+75
| +1% | +$3.91K | 0.03% | 277 |
|
|
2022
Q1 | $372K | Buy |
+6,787
| New | +$372K | 0.03% | 279 |
|