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Whipplewood Advisors’s Shell SHEL Stock Holding History

Whipplewood Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Sell
2,260
-9
-0.4% -$634 0.09% 192
2025
Q1 		$166K Buy
2,269
+66
+3% +$4.84K 0.1% 179
2024
Q4 		$138K Buy
+2,203
New +$138K 0.08% 197