WESPAC Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,919
| Closed | -$872K | – | 198 |
|
|
2024
Q4 | $872K | Buy |
13,919
+3,636
| +35% | +$228K | 0.64% | 50 |
|
|
2024
Q3 | $678K | Buy |
10,283
+1,466
| +17% | +$96.7K | 0.5% | 71 |
|
|
2024
Q2 | $636K | Sell |
8,817
-3,240
| -27% | -$234K | 0.5% | 73 |
|
|
2024
Q1 | $808K | Buy |
12,057
+1,452
| +14% | +$97.3K | 0.47% | 80 |
|
|
2023
Q4 | $698K | Sell |
10,605
-196
| -2% | -$12.9K | 0.48% | 70 |
|
|
2023
Q3 | $695K | Buy |
+10,801
| New | +$695K | 0.52% | 67 |
|