United Capital Financial 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
Q2 | $2.04M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $1.63M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $2.03M | Sell |
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|
2024
Q1 | $2.65M | Sell |
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $3.77M | Sell |
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|
2023
Q2 | $3.88M | Sell |
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|
2023
Q1 | $3.9M | Sell |
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|
2022
Q4 | $4.46M | Sell |
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|
2022
Q3 | $4.04M | Sell |
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|
2022
Q2 | $4.37M | Buy |
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|
2022
Q1 | $4.55M | Buy |
|