Transform 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 | $495K | Buy |
6,750
+16
| +0.2% | +$1.17K | 0.03% | 177 |
|
|
2024
Q4 | $422K | Buy |
6,734
+678
| +11% | +$42.5K | 0.02% | 197 |
|
|
2024
Q3 | $399K | Sell |
6,056
-45
| -0.7% | -$2.97K | 0.03% | 165 |
|
|
2024
Q2 | $440K | Sell |
6,101
-308
| -5% | -$22.2K | 0.03% | 152 |
|
|
2024
Q1 | $430K | Sell |
6,409
-575
| -8% | -$38.5K | 0.04% | 160 |
|
|
2023
Q4 | $460K | Buy |
6,984
+239
| +4% | +$15.7K | 0.04% | 172 |
|
|
2023
Q3 | $434K | Sell |
6,745
-959
| -12% | -$61.7K | 0.05% | 176 |
|
|
2023
Q2 | $465K | Buy |
7,704
+715
| +10% | +$43.2K | 0.04% | 178 |
|
|
2023
Q1 | $402K | Sell |
6,989
-273
| -4% | -$15.7K | 0.04% | 189 |
|
|
2022
Q4 | $414K | Sell |
7,262
-56
| -0.8% | -$3.19K | 0.05% | 156 |
|
|
2022
Q3 | $364K | Sell |
7,318
-1,234
| -14% | -$61.4K | 0.05% | 143 |
|
|
2022
Q2 | $447K | Sell |
8,552
-610
| -7% | -$31.9K | 0.07% | 137 |
|
|
2022
Q1 | $503K | Buy |
+9,162
| New | +$503K | 0.06% | 154 |
|