Sax Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $287K | Sell |
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|
2025
Q2 | $293K | Sell |
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|
2025
Q1 | $320K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $263K | Hold |
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|
2023
Q4 | $258K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Hold |
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|
2022
Q1 | $216K | Buy |
|