Wealth Enhancement Advisory Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.2M | Sell |
308,991
-48,347
| -14% | -$3.48M | 0.04% | 389 |
|
|
2025
Q1 | $26.2M | Sell |
357,338
-65,139
| -15% | -$4.77M | 0.05% | 331 |
|
|
2024
Q4 | $26.5M | Buy |
422,477
+25,976
| +7% | +$1.63M | 0.05% | 314 |
|
|
2024
Q3 | $26.1M | Sell |
396,501
-49,070
| -11% | -$3.24M | 0.06% | 306 |
|
|
2024
Q2 | $32.2M | Buy |
445,571
+23,844
| +6% | +$1.72M | 0.08% | 247 |
|
|
2024
Q1 | $28.3M | Sell |
421,727
-13,443
| -3% | -$901K | 0.07% | 253 |
|
|
2023
Q4 | $28.6M | Sell |
435,170
-16,964
| -4% | -$1.12M | 0.08% | 225 |
|
|
2023
Q3 | $29.1M | Buy |
+452,134
| New | +$29.1M | 0.1% | 214 |
|
|
2023
Q1 | – | Sell |
-4,050
| Closed | -$237K | – | 557 |
|
|
2022
Q4 | $237K | Hold |
4,050
| – | – | ﹤0.01% | 302 |
|
|
2022
Q3 | $210K | Buy |
+4,050
| New | +$210K | ﹤0.01% | 313 |
|
|
2022
Q2 | – | Sell |
-4,050
| Closed | -$226K | – | 366 |
|
|
2022
Q1 | $226K | Buy |
+4,050
| New | +$226K | ﹤0.01% | 304 |
|