Transform Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $495K | Buy |
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|
2024
Q4 | $422K | Buy |
|
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|
2024
Q3 | $399K | Sell |
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|
2024
Q2 | $440K | Sell |
|
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|
2024
Q1 | $430K | Sell |
|
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|
2023
Q4 | $460K | Buy |
|
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|
2023
Q3 | $434K | Sell |
|
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|
2023
Q2 | $465K | Buy |
|
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|
2023
Q1 | $402K | Sell |
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|
2022
Q4 | $414K | Sell |
|
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|
2022
Q3 | $364K | Sell |
|
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|
2022
Q2 | $447K | Sell |
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|
2022
Q1 | $503K | Buy |
|