Wealthspire Advisors (New York)’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
17,461
+743
| +4% | +$52.3K | 0.01% | 350 |
|
|
2025
Q1 | $1.23M | Buy |
16,718
+787
| +5% | +$57.7K | 0.01% | 345 |
|
|
2024
Q4 | $998K | Buy |
15,931
+1,617
| +11% | +$101K | 0.01% | 372 |
|
|
2024
Q3 | $944K | Sell |
14,314
-2,127
| -13% | -$140K | 0.01% | 380 |
|
|
2024
Q2 | $1.19M | Buy |
16,441
+47
| +0.3% | +$3.39K | 0.02% | 290 |
|
|
2024
Q1 | $1.1M | Buy |
16,394
+42
| +0.3% | +$2.82K | 0.01% | 302 |
|
|
2023
Q4 | $1.08M | Sell |
16,352
-175
| -1% | -$11.5K | 0.02% | 299 |
|
|
2023
Q3 | $1.06M | Buy |
16,527
+1,750
| +12% | +$113K | 0.02% | 268 |
|
|
2023
Q2 | $892K | Buy |
14,777
+1,044
| +8% | +$63K | 0.01% | 265 |
|
|
2023
Q1 | $790K | Sell |
13,733
-3,154
| -19% | -$181K | 0.01% | 289 |
|
|
2022
Q4 | $962K | Buy |
16,887
+6,104
| +57% | +$348K | 0.02% | 269 |
|
|
2022
Q3 | $537K | Buy |
10,783
+2,538
| +31% | +$126K | 0.01% | 321 |
|
|
2022
Q2 | $431K | Buy |
8,245
+1,915
| +30% | +$100K | 0.01% | 341 |
|
|
2022
Q1 | $348K | Buy |
+6,330
| New | +$348K | 0.01% | 330 |
|