Wealth Alliance’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $718K | Sell |
10,193
-40
| -0.4% | -$2.82K | 0.08% | 222 |
|
2025
Q1 | $750K | Buy |
10,233
+100
| +1% | +$7.33K | 0.09% | 201 |
|
2024
Q4 | $635K | Sell |
10,133
-19
| -0.2% | -$1.19K | 0.08% | 226 |
|
2024
Q3 | $670K | Sell |
10,152
-434
| -4% | -$28.6K | 0.08% | 220 |
|
2024
Q2 | $764K | Sell |
10,586
-1,946
| -16% | -$140K | 0.1% | 186 |
|
2024
Q1 | $840K | Sell |
12,532
-2,465
| -16% | -$165K | 0.11% | 183 |
|
2023
Q4 | $987K | Sell |
14,997
-283
| -2% | -$18.6K | 0.14% | 148 |
|
2023
Q3 | $984K | Sell |
15,280
-402
| -3% | -$25.9K | 0.16% | 136 |
|
2023
Q2 | $947K | Buy |
15,682
+1,198
| +8% | +$72.3K | 0.14% | 146 |
|
2023
Q1 | $833K | Sell |
14,484
-3,155
| -18% | -$182K | 0.14% | 167 |
|
2022
Q4 | $1M | Sell |
17,639
-750
| -4% | -$42.7K | 0.18% | 133 |
|
2022
Q3 | $915K | Sell |
18,389
-2,575
| -12% | -$128K | 0.18% | 124 |
|
2022
Q2 | $1.1M | Buy |
20,964
+5,096
| +32% | +$266K | 0.21% | 107 |
|
2022
Q1 | $872K | Buy |
+15,868
| New | +$872K | 0.18% | 135 |
|