Signature Wealth Management Partners’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 | $298K | Hold |
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|
2025
Q2 | $293K | Hold |
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|
2025
Q1 | $305K | Hold |
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|
2024
Q4 | $261K | Hold |
|
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|
2024
Q3 | $275K | Hold |
|
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|
2024
Q2 | $301K | Hold |
|
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|
2024
Q1 | $279K | Hold |
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|
2023
Q4 | $274K | Sell |
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|
2023
Q3 | $275K | Hold |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $246K | Hold |
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|
2022
Q4 | $243K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $223K | Hold |
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|
2022
Q1 | $234K | Buy |
|