Sendero Wealth Management’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 | $1.07M | Sell |
|
|||||
|
2025
Q2 | $1.44M | Sell |
|
|||||
|
2025
Q1 | $1.7M | Sell |
|
|||||
|
2024
Q4 | $1.49M | Buy |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.54M | Hold |
|
|||||
|
2024
Q1 | $1.43M | Sell |
|
|||||
|
2023
Q4 | $1.85M | Buy |
|
|||||
|
2023
Q3 | $1.73M | Buy |
|
|||||
|
2023
Q2 | $1.32M | Buy |
|
|||||
|
2023
Q1 | $942K | Buy |
|
|||||
|
2022
Q4 | $883K | Buy |
|
|||||
|
2022
Q3 | $579K | Buy |
|