Verdence Capital Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
9,784
+72
| +0.7% | +$5.07K | 0.05% | 324 |
|
|
2025
Q1 | $712K | Buy |
9,712
+111
| +1% | +$8.13K | 0.05% | 300 |
|
|
2024
Q4 | $602K | Buy |
9,601
+6
| +0.1% | +$376 | 0.05% | 330 |
|
|
2024
Q3 | $633K | Buy |
9,595
+603
| +7% | +$39.8K | 0.05% | 330 |
|
|
2024
Q2 | $649K | Sell |
8,992
-615
| -6% | -$44.4K | 0.06% | 309 |
|
|
2024
Q1 | $644K | Sell |
9,607
-21
| -0.2% | -$1.41K | 0.06% | 307 |
|
|
2023
Q4 | $634K | Sell |
9,628
-6,147
| -39% | -$404K | 0.06% | 296 |
|
|
2023
Q3 | $1.02M | Buy |
15,775
+6,923
| +78% | +$446K | 0.11% | 205 |
|
|
2023
Q2 | $534K | Sell |
8,852
-29
| -0.3% | -$1.75K | 0.06% | 304 |
|
|
2023
Q1 | $511K | Buy |
8,881
+142
| +2% | +$8.17K | 0.06% | 304 |
|
|
2022
Q4 | $498K | Sell |
8,739
-21
| -0.2% | -$1.2K | 0.06% | 282 |
|
|
2022
Q3 | $436K | Buy |
8,760
+393
| +5% | +$19.6K | 0.06% | 299 |
|
|
2022
Q2 | $438K | Sell |
8,367
-96
| -1% | -$5.03K | 0.06% | 308 |
|
|
2022
Q1 | $465K | Buy |
+8,463
| New | +$465K | 0.05% | 309 |
|