Venturi Wealth Management’s Shell SHEL Stock Holding History

Venturi Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	$201K	Buy
2025 Q1	–	Sell
2024 Q4	$104K	Buy
2024 Q3	$104K	Buy
2024 Q2	$111K	Buy
2024 Q1	$98.8K	Sell
2023 Q4	$100K	Buy
2023 Q3	$83.3K	Buy
2023 Q2	–	Sell
2023 Q1	$32.3K	Buy