Venturi Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+2,850
| New | +$201K | 0.01% | 523 |
|
|
2025
Q1 | – | Sell |
-1,654
| Closed | -$104K | – | 1594 |
|
|
2024
Q4 | $104K | Buy |
1,654
+79
| +5% | +$4.95K | 0.01% | 766 |
|
|
2024
Q3 | $104K | Buy |
1,575
+40
| +3% | +$2.64K | 0.01% | 555 |
|
|
2024
Q2 | $111K | Buy |
1,535
+62
| +4% | +$4.48K | 0.01% | 488 |
|
|
2024
Q1 | $98.8K | Sell |
1,473
-51
| -3% | -$3.42K | 0.01% | 415 |
|
|
2023
Q4 | $100K | Buy |
1,524
+230
| +18% | +$15.1K | 0.01% | 411 |
|
|
2023
Q3 | $83.3K | Buy |
+1,294
| New | +$83.3K | 0.01% | 419 |
|
|
2023
Q2 | – | Sell |
-561
| Closed | -$32.3K | – | 1225 |
|
|
2023
Q1 | $32.3K | Buy |
+561
| New | +$32.3K | ﹤0.01% | 526 |
|