Wealthstream Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $413K | Buy |
5,866
+446
| +8% | +$31.4K | 0.07% | 94 |
|
|
2025
Q1 | $397K | Sell |
5,420
-32
| -0.6% | -$2.35K | 0.07% | 89 |
|
|
2024
Q4 | $342K | Buy |
5,452
+535
| +11% | +$33.5K | 0.06% | 99 |
|
|
2024
Q3 | $324K | Sell |
4,917
-365
| -7% | -$24.1K | 0.06% | 101 |
|
|
2024
Q2 | $381K | Sell |
5,282
-91
| -2% | -$6.57K | 0.14% | 82 |
|
|
2024
Q1 | $360K | Sell |
5,373
-1,817
| -25% | -$122K | 0.14% | 84 |
|
|
2023
Q4 | $473K | Buy |
7,190
+1,122
| +18% | +$73.8K | 0.2% | 72 |
|
|
2023
Q3 | $391K | Buy |
+6,068
| New | +$391K | 0.2% | 63 |
|