Warther 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	$218K	Sell	3,099 -334	-10%	-$23.5K	0.06%	52
2025 Q1	$252K	Buy	3,433 +165	+5%	+$12.1K	0.08%	55
2024 Q4	$205K	Buy	3,268 +169	+5%	+$10.6K	0.07%	78
2024 Q3	$204K	Hold	3,099	–	–	0.07%	84
2024 Q2	$224K	Buy	+3,099	New	+$224K	0.09%	74