Sax 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 | $293K | Sell |
4,163
-204
| -5% | -$14.4K | 0.02% | 343 |
|
|
2025
Q1 | $320K | Buy |
4,367
+164
| +4% | +$12K | 0.02% | 284 |
|
|
2024
Q4 | $263K | Buy |
4,203
+32
| +0.8% | +$2.01K | 0.02% | 282 |
|
|
2024
Q3 | $275K | Buy |
4,171
+85
| +2% | +$5.61K | 0.02% | 231 |
|
|
2024
Q2 | $295K | Buy |
4,086
+162
| +4% | +$11.7K | 0.03% | 209 |
|
|
2024
Q1 | $263K | Hold |
3,924
| – | – | 0.03% | 159 |
|
|
2023
Q4 | $258K | Buy |
3,924
+5
| +0.1% | +$329 | 0.04% | 160 |
|
|
2023
Q3 | $252K | Hold |
3,919
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $237K | Hold |
3,919
| – | – | 0.05% | 151 |
|
|
2023
Q1 | $225K | Hold |
3,919
| – | – | 0.05% | 159 |
|
|
2022
Q4 | $223K | Buy |
+3,919
| New | +$223K | 0.05% | 149 |
|
|
2022
Q3 | – | Sell |
-3,924
| Closed | -$205K | – | 169 |
|
|
2022
Q2 | $205K | Hold |
3,924
| – | – | 0.05% | 157 |
|
|
2022
Q1 | $216K | Buy |
+3,924
| New | +$216K | 0.05% | 162 |
|