Wedmont Private Capital’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $797K | Sell |
11,111
-185
| -2% | -$13.3K | 0.03% | 315 |
|
|
2025
Q1 | $701K | Buy |
11,296
+376
| +3% | +$23.3K | 0.04% | 295 |
|
|
2024
Q4 | $709K | Sell |
10,920
-166
| -1% | -$10.8K | 0.04% | 291 |
|
|
2024
Q3 | $779K | Buy |
11,086
+1,023
| +10% | +$71.8K | 0.04% | 258 |
|
|
2024
Q2 | $735K | Buy |
10,063
+1,554
| +18% | +$114K | 0.05% | 255 |
|
|
2024
Q1 | $611K | Buy |
8,509
+687
| +9% | +$49.4K | 0.04% | 281 |
|
|
2023
Q4 | $505K | Buy |
7,822
+1,151
| +17% | +$74.4K | 0.04% | 303 |
|
|
2023
Q3 | $441K | Buy |
6,671
+1,428
| +27% | +$94.4K | 0.04% | 283 |
|
|
2023
Q2 | $318K | Buy |
5,243
+263
| +5% | +$16K | 0.03% | 364 |
|
|
2023
Q1 | $303K | Buy |
4,980
+352
| +8% | +$21.4K | 0.04% | 343 |
|
|
2022
Q4 | $265K | Buy |
4,628
+179
| +4% | +$10.2K | 0.04% | 366 |
|
|
2022
Q3 | $221K | Buy |
4,449
+2
| +0% | +$99 | 0.04% | 337 |
|
|
2022
Q2 | $233K | Buy |
+4,447
| New | +$233K | 0.05% | 292 |
|