U.S. Capital Wealth Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
59,164
-13,895
| -19% | -$978K | 0.12% | 186 |
|
|
2025
Q1 | $5.35M | Sell |
73,059
-6,049
| -8% | -$443K | 0.16% | 152 |
|
|
2024
Q4 | $4.96M | Sell |
79,108
-6,145
| -7% | -$385K | 0.15% | 151 |
|
|
2024
Q3 | $5.62M | Sell |
85,253
-5,646
| -6% | -$372K | 0.2% | 116 |
|
|
2024
Q2 | $6.56M | Sell |
90,899
-7,826
| -8% | -$565K | 0.25% | 96 |
|
|
2024
Q1 | $6.62M | Sell |
98,725
-4,711
| -5% | -$316K | 0.25% | 91 |
|
|
2023
Q4 | $6.81M | Sell |
103,436
-4,199
| -4% | -$276K | 0.27% | 89 |
|
|
2023
Q3 | $6.93M | Sell |
107,635
-5,517
| -5% | -$355K | 0.31% | 73 |
|
|
2023
Q2 | $6.83M | Sell |
113,152
-739
| -0.6% | -$44.6K | 0.32% | 80 |
|
|
2023
Q1 | $6.55M | Buy |
113,891
+35,512
| +45% | +$2.04M | 0.3% | 77 |
|
|
2022
Q4 | $4.46M | Sell |
78,379
-886
| -1% | -$50.5K | 0.21% | 108 |
|
|
2022
Q3 | $3.94M | Sell |
79,265
-4,542
| -5% | -$226K | 0.2% | 113 |
|
|
2022
Q2 | $4.38M | Sell |
83,807
-1,379
| -2% | -$72.1K | 0.19% | 112 |
|
|
2022
Q1 | $4.68M | Buy |
+85,186
| New | +$4.68M | 0.17% | 126 |
|