StrongBox Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,571
| Closed | -$537K | – | 94 |
|
|
2024
Q4 | $537K | Sell |
8,571
-2,834
| -25% | -$178K | 0.23% | 58 |
|
|
2024
Q3 | $752K | Buy |
11,405
+841
| +8% | +$55.5K | 0.32% | 51 |
|
|
2024
Q2 | $763K | Buy |
10,564
+2,557
| +32% | +$185K | 0.36% | 48 |
|
|
2024
Q1 | $537K | Buy |
8,007
+335
| +4% | +$22.5K | 0.28% | 52 |
|
|
2023
Q4 | $505K | Buy |
7,672
+648
| +9% | +$42.6K | 0.29% | 54 |
|
|
2023
Q3 | $452K | Buy |
7,024
+134
| +2% | +$8.63K | 0.29% | 57 |
|
|
2023
Q2 | $416K | Buy |
6,890
+1,985
| +40% | +$120K | 0.26% | 64 |
|
|
2023
Q1 | $282K | Buy |
+4,905
| New | +$282K | 0.19% | 70 |
|