U.S. Capital Wealth Advisors’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 | $4.31M | Buy |
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|
2025
Q2 | $4.17M | Sell |
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|
2025
Q1 | $5.35M | Sell |
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|
2024
Q4 | $4.96M | Sell |
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|
2024
Q3 | $5.62M | Sell |
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|
2024
Q2 | $6.56M | Sell |
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|
2024
Q1 | $6.62M | Sell |
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|
2023
Q4 | $6.81M | Sell |
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|
2023
Q3 | $6.93M | Sell |
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|
2023
Q2 | $6.83M | Sell |
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|
2023
Q1 | $6.55M | Buy |
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|
2022
Q4 | $4.46M | Sell |
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|
2022
Q3 | $3.94M | Sell |
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|
2022
Q2 | $4.38M | Sell |
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|
2022
Q1 | $4.68M | Buy |
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