SVB Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $442K | Buy |
+6,276
| New | +$442K | 0.02% | 314 |
|
|
2025
Q1 | – | Sell |
-11,968
| Closed | -$750K | – | 1750 |
|
|
2024
Q4 | $750K | Buy |
+11,968
| New | +$750K | 0.01% | 368 |
|
|
2024
Q3 | – | Sell |
-13,828
| Closed | -$998K | – | 501 |
|
|
2024
Q2 | $998K | Sell |
13,828
-1,724
| -11% | -$124K | 0.02% | 320 |
|
|
2024
Q1 | $1.04M | Sell |
15,552
-12,619
| -45% | -$846K | 0.02% | 339 |
|
|
2023
Q4 | $1.85M | Sell |
28,171
-2,603
| -8% | -$171K | 0.05% | 249 |
|
|
2023
Q3 | $1.98M | Sell |
30,774
-1,546
| -5% | -$99.5K | 0.04% | 226 |
|
|
2023
Q2 | $1.95M | Sell |
32,320
-995
| -3% | -$60.1K | 0.04% | 244 |
|
|
2023
Q1 | $1.92M | Buy |
33,315
+11,717
| +54% | +$674K | 0.03% | 273 |
|
|
2022
Q4 | $1.23M | Buy |
21,598
+443
| +2% | +$25.2K | 0.02% | 358 |
|
|
2022
Q3 | $1.05M | Buy |
21,155
+5,654
| +36% | +$281K | 0.02% | 358 |
|
|
2022
Q2 | $811K | Buy |
15,501
+3,523
| +29% | +$184K | 0.01% | 360 |
|
|
2022
Q1 | $658K | Buy |
+11,978
| New | +$658K | 0.01% | 394 |
|