Silverlake 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 | $396K | Buy |
5,629
+115
| +2% | +$8.1K | 0.12% | 199 |
|
|
2025
Q1 | $404K | Hold |
5,514
| – | – | 0.15% | 154 |
|
|
2024
Q4 | $345K | Sell |
5,514
-1,000
| -15% | -$62.7K | 0.13% | 170 |
|
|
2024
Q3 | $430K | Hold |
6,514
| – | – | 0.16% | 152 |
|
|
2024
Q2 | $470K | Buy |
6,514
+2,400
| +58% | +$173K | 0.19% | 126 |
|
|
2024
Q1 | $276K | Hold |
4,114
| – | – | 0.14% | 182 |
|
|
2023
Q4 | $271K | Sell |
4,114
-707
| -15% | -$46.5K | 0.15% | 177 |
|
|
2023
Q3 | $310K | Hold |
4,821
| – | – | 0.17% | 156 |
|
|
2023
Q2 | $291K | Hold |
4,821
| – | – | 0.16% | 152 |
|
|
2023
Q1 | $277K | Hold |
4,821
| – | – | 0.17% | 152 |
|
|
2022
Q4 | $275K | Hold |
4,821
| – | – | 0.17% | 151 |
|
|
2022
Q3 | $240K | Hold |
4,821
| – | – | 0.16% | 157 |
|
|
2022
Q2 | $252K | Hold |
4,821
| – | – | 0.16% | 157 |
|
|
2022
Q1 | $265K | Sell |
4,821
-134
| -3% | -$7.36K | 0.15% | 165 |
|
|
2021
Q4 | $215K | Buy |
+4,955
| New | +$215K | 0.12% | 203 |
|