Wallace Advisory Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $726K | Buy |
9,906
+2,101
| +27% | +$154K | 0.53% | 50 |
|
|
2025
Q1 | $489K | Buy |
7,805
+26
| +0.3% | +$1.63K | 0.34% | 87 |
|
|
2024
Q4 | $513K | Sell |
7,779
-529
| -6% | -$34.9K | 0.35% | 80 |
|
|
2024
Q3 | $600K | Hold |
8,308
| – | – | 0.44% | 52 |
|
|
2024
Q2 | $600K | Buy |
8,308
+843
| +11% | +$60.8K | 0.43% | 52 |
|
|
2024
Q1 | $491K | Sell |
7,465
-280
| -4% | -$18.4K | 0.37% | 73 |
|
|
2023
Q4 | $499K | Sell |
7,745
-771
| -9% | -$49.6K | 0.39% | 64 |
|
|
2023
Q3 | $514K | Buy |
8,516
+263
| +3% | +$15.9K | 0.37% | 66 |
|
|
2023
Q2 | $475K | Hold |
8,253
| – | – | 0.36% | 78 |
|
|
2023
Q1 | $475K | Buy |
8,253
+1,241
| +18% | +$71.4K | 0.36% | 78 |
|
|
2022
Q4 | $399K | Buy |
+7,012
| New | +$399K | 0.32% | 91 |
|