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Westmount Partners’s Shell SHEL Stock Holding History

Westmount Partners’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$327K Buy
4,212
+2
+0% +$173 0.07% 199
2026
Q1 		$392K Hold
4,210
– – 0.1% 171
2025
Q4 		$309K Hold
4,210
– – 0.08% 191
2025
Q3 		$305K Sell
4,210
-107
-2% -$7.71K 0.08% 192
2025
Q2 		$304K Hold
4,317
– – 0.08% 193
2025
Q1 		$316K Sell
4,317
-2,394
-36% -$161K 0.1% 178
2024
Q4 		$420K Hold
6,711
– – 0.13% 130
2024
Q3 		$443K Sell
6,711
-172
-2% -$12.2K 0.13% 128
2024
Q2 		$502K Hold
6,883
– – 0.17% 110
2024
Q1 		$461K Buy
6,883
+210
+3% +$13.5K 0.17% 120
2023
Q4 		$439K Hold
6,673
– – 0.18% 120
2023
Q3 		$430K Buy
6,673
+81
+1% +$5.04K 0.19% 119
2023
Q2 		$398K Buy
6,592
+367
+6% +$22K 0.17% 119
2023
Q1 		$358K Buy
6,225
+2,100
+51% +$124K 0.17% 128
2022
Q4 		$235K Buy
+4,125
New +$227K 0.12% 154

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QCM
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DLA
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DC
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SC
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CGH
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VFM
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ERP
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return