Waverly Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
23,470
+2,383
| +11% | +$168K | 0.02% | 529 |
|
|
2025
Q1 | $1.55M | Buy |
21,087
+1,682
| +9% | +$123K | 0.02% | 530 |
|
|
2024
Q4 | $1.22M | Buy |
19,405
+9,818
| +102% | +$615K | 0.02% | 482 |
|
|
2024
Q3 | $632K | Sell |
9,587
-270
| -3% | -$17.8K | 0.01% | 537 |
|
|
2024
Q2 | $712K | Buy |
9,857
+355
| +4% | +$25.6K | 0.01% | 496 |
|
|
2024
Q1 | $637K | Buy |
+9,502
| New | +$637K | 0.02% | 435 |
|
|
2023
Q4 | – | Sell |
-3,268
| Closed | -$210K | – | 459 |
|
|
2023
Q3 | $210K | Buy |
+3,268
| New | +$210K | 0.01% | 381 |
|