True Wealth Design’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $26.3K | Buy |
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|
2025
Q2 | $12.9K | Buy |
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|
2025
Q1 | $13.1K | Sell |
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|
2024
Q4 | $13K | Buy |
|
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|
2024
Q3 | $6K | Sell |
|
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $833K | Buy |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $823K | Sell |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $802K | Buy |
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|
2022
Q4 | $786K | Buy |
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