TD Private Client 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 | $2.14M | Buy |
30,442
+3,947
| +15% | +$278K | 0.05% | 226 |
|
2025
Q1 | $1.94M | Buy |
26,495
+938
| +4% | +$68.7K | 0.05% | 229 |
|
2024
Q4 | $1.6M | Buy |
25,557
+518
| +2% | +$32.5K | 0.04% | 264 |
|
2024
Q3 | $1.65M | Sell |
25,039
-5,732
| -19% | -$378K | 0.05% | 279 |
|
2024
Q2 | $2.22M | Buy |
30,771
+1,312
| +4% | +$94.7K | 0.07% | 216 |
|
2024
Q1 | $1.97M | Sell |
29,459
-3,717
| -11% | -$249K | 0.06% | 238 |
|
2023
Q4 | $2.18M | Sell |
33,176
-819
| -2% | -$53.9K | 0.08% | 205 |
|
2023
Q3 | $2.19M | Buy |
33,995
+21,690
| +176% | +$1.4M | 0.09% | 191 |
|
2023
Q2 | $743K | Sell |
12,305
-426
| -3% | -$25.7K | 0.03% | 381 |
|
2023
Q1 | $733K | Sell |
12,731
-1,352
| -10% | -$77.8K | 0.03% | 375 |
|
2022
Q4 | $802K | Sell |
14,083
-873
| -6% | -$49.7K | 0.04% | 353 |
|
2022
Q3 | $744K | Buy |
14,956
+6,013
| +67% | +$299K | 0.04% | 349 |
|
2022
Q2 | $468K | Buy |
8,943
+3,579
| +67% | +$187K | 0.02% | 416 |
|
2022
Q1 | $295K | Buy |
+5,364
| New | +$295K | 0.01% | 498 |
|