Wealthspire Advisors (New York)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $998K | Buy |
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|
2024
Q3 | $944K | Sell |
|
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|
2024
Q2 | $1.19M | Buy |
|
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $1.06M | Buy |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $790K | Sell |
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|
2022
Q4 | $962K | Buy |
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|
2022
Q3 | $537K | Buy |
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|
2022
Q2 | $431K | Buy |
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|
2022
Q1 | $348K | Buy |
|