TI
tru Independence’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.51M | Buy |
78,301
+70
| +0.1% | +$4.93K | 1.59% | 18 |
|
|
2025
Q1 | $5.73M | Buy |
78,231
+2,283
| +3% | +$167K | 1.78% | 14 |
|
|
2024
Q4 | $4.76M | Sell |
75,948
-3,115
| -4% | -$195K | 1.49% | 30 |
|
|
2024
Q3 | $5.21M | Sell |
79,063
-911
| -1% | -$60.1K | 1.53% | 28 |
|
|
2024
Q2 | $5.77M | Sell |
79,974
-1,142
| -1% | -$82.4K | 1.74% | 22 |
|
|
2024
Q1 | $5.44M | Sell |
81,116
-1,503
| -2% | -$101K | 1.6% | 27 |
|
|
2023
Q4 | $5.44M | Sell |
82,619
-7,130
| -8% | -$469K | 1.65% | 24 |
|
|
2023
Q3 | $5.78M | Sell |
89,749
-4,851
| -5% | -$312K | 2% | 11 |
|
|
2023
Q2 | $5.71M | Sell |
94,600
-4,228
| -4% | -$255K | 1.88% | 16 |
|
|
2023
Q1 | $5.69M | Sell |
98,828
-19,625
| -17% | -$1.13M | 1.83% | 13 |
|
|
2022
Q4 | $6.75M | Sell |
118,453
-9,758
| -8% | -$556K | 2.19% | 5 |
|
|
2022
Q3 | $6.38M | Sell |
128,211
-5,098
| -4% | -$254K | 2.25% | 3 |
|
|
2022
Q2 | $6.97M | Buy |
+133,309
| New | +$6.97M | 2.24% | 2 |
|