WA
WealthTrust Axiom’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Sell |
18,304
-694
| -4% | -$48.9K | 0.38% | 65 |
|
|
2025
Q1 | $1.39M | Buy |
18,998
+67
| +0.4% | +$4.91K | 0.42% | 52 |
|
|
2024
Q4 | $1.19M | Sell |
18,931
-145
| -0.8% | -$9.08K | 0.35% | 61 |
|
|
2024
Q3 | $1.26M | Sell |
19,076
-381
| -2% | -$25.1K | 0.37% | 62 |
|
|
2024
Q2 | $1.4M | Sell |
19,457
-136
| -0.7% | -$9.82K | 0.47% | 52 |
|
|
2024
Q1 | $1.31M | Buy |
19,593
+5
| +0% | +$335 | 0.42% | 56 |
|
|
2023
Q4 | $1.29M | Sell |
19,588
-206
| -1% | -$13.6K | 0.43% | 57 |
|
|
2023
Q3 | $1.27M | Buy |
19,794
+4
| +0% | +$258 | 0.46% | 52 |
|
|
2023
Q2 | $1.19M | Buy |
19,790
+553
| +3% | +$33.4K | 0.4% | 54 |
|
|
2023
Q1 | $1.11M | Buy |
19,237
+4
| +0% | +$230 | 0.38% | 62 |
|
|
2022
Q4 | $1.1M | Buy |
19,233
+3
| +0% | +$171 | 0.38% | 64 |
|
|
2022
Q3 | $956K | Buy |
19,230
+5,811
| +43% | +$289K | 0.36% | 67 |
|
|
2022
Q2 | $701K | Buy |
13,419
+11
| +0.1% | +$575 | 0.25% | 89 |
|
|
2022
Q1 | $736K | Buy |
+13,408
| New | +$736K | 0.23% | 91 |
|