Sendero 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 | $1.44M | Sell |
20,489
-2,752
| -12% | -$194K | 0.18% | 77 |
|
|
2025
Q1 | $1.7M | Sell |
23,241
-617
| -3% | -$45.2K | 0.24% | 65 |
|
|
2024
Q4 | $1.49M | Buy |
23,858
+638
| +3% | +$40K | 0.22% | 68 |
|
|
2024
Q3 | $1.53M | Buy |
23,220
+1,915
| +9% | +$126K | 0.24% | 61 |
|
|
2024
Q2 | $1.54M | Hold |
21,305
| – | – | 0.26% | 55 |
|
|
2024
Q1 | $1.43M | Sell |
21,305
-6,878
| -24% | -$461K | 0.25% | 64 |
|
|
2023
Q4 | $1.85M | Buy |
28,183
+1,386
| +5% | +$91.2K | 0.35% | 59 |
|
|
2023
Q3 | $1.73M | Buy |
26,797
+4,882
| +22% | +$314K | 0.37% | 58 |
|
|
2023
Q2 | $1.32M | Buy |
21,915
+5,541
| +34% | +$335K | 0.29% | 67 |
|
|
2023
Q1 | $942K | Buy |
16,374
+865
| +6% | +$49.8K | 0.29% | 62 |
|
|
2022
Q4 | $883K | Buy |
15,509
+3,882
| +33% | +$221K | 0.31% | 61 |
|
|
2022
Q3 | $579K | Buy |
+11,627
| New | +$579K | 0.24% | 60 |
|