Seed Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $509K | Sell |
7,227
-538
| -7% | -$37.9K | 0.38% | 66 |
|
|
2025
Q1 | $569K | Hold |
7,765
| – | – | 0.46% | 59 |
|
|
2024
Q4 | $486K | Hold |
7,765
| – | – | 0.39% | 64 |
|
|
2024
Q3 | $512K | Sell |
7,765
-300
| -4% | -$19.8K | 0.41% | 63 |
|
|
2024
Q2 | $582K | Buy |
8,065
+600
| +8% | +$43.3K | 0.51% | 50 |
|
|
2024
Q1 | $507K | Sell |
7,465
-800
| -10% | -$54.3K | 0.48% | 52 |
|
|
2023
Q4 | $545K | Sell |
8,265
-600
| -7% | -$39.5K | 0.55% | 46 |
|
|
2023
Q3 | $571K | Sell |
8,865
-170
| -2% | -$10.9K | 0.64% | 43 |
|
|
2023
Q2 | $546K | Hold |
9,035
| – | – | 0.58% | 47 |
|
|
2023
Q1 | $520K | Hold |
9,035
| – | – | 0.59% | 45 |
|
|
2022
Q4 | $515K | Buy |
+9,035
| New | +$515K | 0.59% | 43 |
|