W Advisors LLC’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $687K | Hold |
9,764
| – | – | 0.39% | 60 |
|
|
2025
Q1 | $716K | Hold |
9,764
| – | – | 0.45% | 56 |
|
|
2024
Q4 | $612K | Hold |
9,764
| – | – | 0.38% | 58 |
|
|
2024
Q3 | $644K | Hold |
9,764
| – | – | 0.4% | 56 |
|
|
2024
Q2 | $705K | Hold |
9,764
| – | – | 0.46% | 49 |
|
|
2024
Q1 | $655K | Hold |
9,764
| – | – | 0.45% | 53 |
|
|
2023
Q4 | $642K | Hold |
9,764
| – | – | 0.48% | 51 |
|
|
2023
Q3 | $629K | Hold |
9,764
| – | – | 0.52% | 47 |
|
|
2023
Q2 | $590K | Hold |
9,764
| – | – | 0.46% | 50 |
|
|
2023
Q1 | $562K | Hold |
9,764
| – | – | 0.46% | 53 |
|
|
2022
Q4 | $556K | Sell |
9,764
-100
| -1% | -$5.7K | 0.46% | 55 |
|
|
2022
Q3 | $491K | Hold |
9,864
| – | – | 0.46% | 56 |
|
|
2022
Q2 | $516K | Hold |
9,864
| – | – | 0.45% | 58 |
|
|
2022
Q1 | $542K | Buy |
+9,864
| New | +$542K | 0.41% | 62 |
|