Spire 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 | $601K | Buy |
8,541
+933
| +12% | +$65.7K | 0.02% | 466 |
|
|
2025
Q1 | $558K | Buy |
7,608
+9
| +0.1% | +$660 | 0.02% | 539 |
|
|
2024
Q4 | $476K | Sell |
7,599
-69
| -0.9% | -$4.32K | 0.01% | 556 |
|
|
2024
Q3 | $506K | Buy |
7,668
+46
| +0.6% | +$3.03K | 0.02% | 515 |
|
|
2024
Q2 | $550K | Sell |
7,622
-1,934
| -20% | -$140K | 0.02% | 472 |
|
|
2024
Q1 | $641K | Buy |
9,556
+248
| +3% | +$16.6K | 0.01% | 459 |
|
|
2023
Q4 | $569K | Buy |
9,308
+114
| +1% | +$6.97K | 0.02% | 489 |
|
|
2023
Q3 | $592K | Buy |
9,194
+2,317
| +34% | +$149K | 0.02% | 443 |
|
|
2023
Q2 | $415K | Buy |
6,877
+309
| +5% | +$18.7K | 0.02% | 537 |
|
|
2023
Q1 | $378K | Buy |
6,568
+1,224
| +23% | +$70.4K | 0.01% | 560 |
|
|
2022
Q4 | $304K | Buy |
5,344
+419
| +9% | +$23.8K | 0.02% | 457 |
|
|
2022
Q3 | $245K | Sell |
4,925
-2,361
| -32% | -$117K | 0.01% | 479 |
|
|
2022
Q2 | $381K | Buy |
+7,286
| New | +$381K | 0.02% | 560 |
|