Simplicity Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
13,632
+3,887
| +40% | +$274K | 0.04% | 332 |
|
|
2025
Q1 | $714K | Buy |
9,745
+4,630
| +91% | +$339K | 0.06% | 287 |
|
|
2024
Q4 | $320K | Buy |
5,115
+1,913
| +60% | +$120K | 0.07% | 222 |
|
|
2024
Q3 | $211K | Sell |
3,202
-94,989
| -97% | -$6.27M | 0.02% | 472 |
|
|
2024
Q2 | $7.09M | Buy |
98,191
+1,644
| +2% | +$119K | 0.16% | 131 |
|
|
2024
Q1 | $6.47M | Buy |
+96,547
| New | +$6.47M | 0.15% | 133 |
|