Strategic Wealth Partners’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$404K	Buy	+5,738	New	+$404K	0.03%	236
2024 Q4	$514K	Sell	7,634 -16,269	-68%	-$1.1M	0.04%	207
2024 Q3	$1.58M	Sell	23,903 -2,390	-9%	-$158K	0.15%	111
2024 Q2	$1.9M	Buy	+26,293	New	+$1.9M	0.2%	93