Waldron Private Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $280K | Hold |
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|
2025
Q2 | $276K | Hold |
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|
2025
Q1 | $287K | Sell |
|
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|
2024
Q4 | $398K | Sell |
|
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|
2024
Q3 | $485K | Buy |
|
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|
2024
Q2 | $301K | Buy |
|
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|
2024
Q1 | $268K | Sell |
|
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|
2023
Q4 | $264K | Buy |
|
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|
2023
Q3 | $234K | Buy |
|
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|
2023
Q2 | $201K | Sell |
|
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|
2023
Q1 | $265K | Buy |
|