Wealthcare Advisory Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $644K | Buy |
9,140
+196
| +2% | +$13.8K | 0.01% | 584 |
|
|
2025
Q1 | $655K | Sell |
8,944
-2,791
| -24% | -$205K | 0.02% | 531 |
|
|
2024
Q4 | $735K | Buy |
11,735
+3,159
| +37% | +$198K | 0.02% | 484 |
|
|
2024
Q3 | $566K | Buy |
8,576
+959
| +13% | +$63.2K | 0.02% | 540 |
|
|
2024
Q2 | $550K | Sell |
7,617
-142
| -2% | -$10.3K | 0.02% | 515 |
|
|
2024
Q1 | $520K | Buy |
7,759
+759
| +11% | +$50.9K | 0.02% | 531 |
|
|
2023
Q4 | $461K | Sell |
7,000
-5,600
| -44% | -$368K | 0.02% | 500 |
|
|
2023
Q3 | $811K | Buy |
12,600
+2,162
| +21% | +$139K | 0.04% | 314 |
|
|
2023
Q2 | $630K | Sell |
10,438
-78
| -0.7% | -$4.71K | 0.03% | 393 |
|
|
2023
Q1 | $605K | Buy |
10,516
+6,016
| +134% | +$346K | 0.03% | 404 |
|
|
2022
Q4 | $256K | Sell |
4,500
-8,384
| -65% | -$477K | 0.01% | 574 |
|
|
2022
Q3 | $642K | Buy |
12,884
+8,942
| +227% | +$446K | 0.04% | 305 |
|
|
2022
Q2 | $206K | Buy |
+3,942
| New | +$206K | 0.01% | 525 |
|