Signature Wealth Management Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Hold |
4,168
| – | – | 0.17% | 81 |
|
|
2025
Q1 | $305K | Hold |
4,168
| – | – | 0.2% | 79 |
|
|
2024
Q4 | $261K | Hold |
4,168
| – | – | 0.18% | 87 |
|
|
2024
Q3 | $275K | Hold |
4,168
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $301K | Hold |
4,168
| – | – | 0.23% | 79 |
|
|
2024
Q1 | $279K | Hold |
4,168
| – | – | 0.23% | 83 |
|
|
2023
Q4 | $274K | Sell |
4,168
-99
| -2% | -$6.51K | 0.24% | 81 |
|
|
2023
Q3 | $275K | Hold |
4,267
| – | – | 0.27% | 74 |
|
|
2023
Q2 | $258K | Hold |
4,267
| – | – | 0.24% | 79 |
|
|
2023
Q1 | $246K | Hold |
4,267
| – | – | 0.23% | 84 |
|
|
2022
Q4 | $243K | Hold |
4,267
| – | – | 0.24% | 85 |
|
|
2022
Q3 | $212K | Hold |
4,267
| – | – | 0.23% | 87 |
|
|
2022
Q2 | $223K | Hold |
4,267
| – | – | 0.23% | 91 |
|
|
2022
Q1 | $234K | Buy |
+4,267
| New | +$234K | 0.2% | 98 |
|