Tanglewood Legacy Advisors’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$133K Sell
2025
Q1
$162K Hold
2024
Q4
$138K Sell
2024
Q3
$214K Hold
2024
Q2
$234K Hold
2024
Q1
$218K Buy