Waldron Private Wealth’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Hold |
3,920
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $287K | Sell |
3,920
-2,430
| -38% | -$178K | 0.01% | 250 |
|
|
2024
Q4 | $398K | Sell |
6,350
-1,006
| -14% | -$63K | 0.02% | 286 |
|
|
2024
Q3 | $485K | Buy |
7,356
+3,187
| +76% | +$210K | 0.02% | 252 |
|
|
2024
Q2 | $301K | Buy |
4,169
+165
| +4% | +$11.9K | 0.01% | 310 |
|
|
2024
Q1 | $268K | Sell |
4,004
-1
| -0% | -$67 | 0.01% | 340 |
|
|
2023
Q4 | $264K | Buy |
4,005
+371
| +10% | +$24.4K | 0.01% | 336 |
|
|
2023
Q3 | $234K | Buy |
3,634
+304
| +9% | +$19.6K | 0.01% | 328 |
|
|
2023
Q2 | $201K | Sell |
3,330
-1,277
| -28% | -$77.1K | 0.01% | 358 |
|
|
2023
Q1 | $265K | Buy |
+4,607
| New | +$265K | 0.01% | 343 |
|