Strategic Wealth Partners’s Shell SHEL Stock Holding History

Strategic Wealth Partners’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Buy
2024 Q4	$514K	Sell
2024 Q3	$1.58M	Sell
2024 Q2	$1.9M	Buy