Wedmont Private Capital’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$856K Buy
2025
Q2
$797K Sell
2025
Q1
$701K Buy
2024
Q4
$709K Sell
2024
Q3
$779K Buy
2024
Q2
$735K Buy
2024
Q1
$611K Buy
2023
Q4
$505K Buy
2023
Q3
$441K Buy
2023
Q2
$318K Buy
2023
Q1
$303K Buy
2022
Q4
$265K Buy
2022
Q3
$221K Buy
2022
Q2
$233K Buy