Valley Wealth Managers’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-503
| Closed | -$36.9K | – | 373 |
|
|
2025
Q1 | $36.9K | Hold |
503
| – | – | ﹤0.01% | 219 |
|
|
2024
Q4 | $31.5K | Hold |
503
| – | – | ﹤0.01% | 237 |
|
|
2024
Q3 | $33.2K | Buy |
+503
| New | +$33.2K | ﹤0.01% | 235 |
|
|
2024
Q2 | – | Hold |
0
| – | -$18 | – | 376 |
|
|
2024
Q1 | – | Hold |
0
| – | -$18 | – | 318 |
|
|
2023
Q4 | – | Hold |
0
| – | -$17 | – | 336 |
|
|
2023
Q3 | – | Hold |
0
| – | -$16 | – | 364 |
|
|
2023
Q2 | – | Hold |
0
| – | -$15 | – | 337 |
|
|
2023
Q1 | – | Hold |
0
| – | -$15 | – | 357 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 361 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 489 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 442 |
|