Spire Wealth Management’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 | $613K | Buy |
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|
2025
Q2 | $601K | Buy |
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|
2025
Q1 | $558K | Buy |
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|
2024
Q4 | $476K | Sell |
|
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|
2024
Q3 | $506K | Buy |
|
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|
2024
Q2 | $550K | Sell |
|
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $569K | Buy |
|
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|
2023
Q3 | $592K | Buy |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $304K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $381K | Buy |
|