Williams Jones Wealth Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Buy |
8,861
+611
| +7% | +$43K | 0.01% | 315 |
|
|
2025
Q1 | $605K | Buy |
8,250
+162
| +2% | +$11.9K | 0.01% | 311 |
|
|
2024
Q4 | $507K | Sell |
8,088
-304
| -4% | -$19K | 0.01% | 343 |
|
|
2024
Q3 | $553K | Hold |
8,392
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $606K | Hold |
8,392
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $563K | Hold |
8,392
| – | – | 0.01% | 333 |
|
|
2023
Q4 | $552K | Hold |
8,392
| – | – | 0.01% | 333 |
|
|
2023
Q3 | $540K | Sell |
8,392
-699
| -8% | -$45K | 0.01% | 325 |
|
|
2023
Q2 | $549K | Sell |
9,091
-90
| -1% | -$5.43K | 0.01% | 331 |
|
|
2023
Q1 | $528K | Sell |
9,181
-186
| -2% | -$10.7K | 0.01% | 363 |
|
|
2022
Q4 | $533K | Buy |
9,367
+186
| +2% | +$10.6K | 0.01% | 344 |
|
|
2022
Q3 | $457K | Sell |
9,181
-1,799
| -16% | -$89.5K | 0.01% | 368 |
|
|
2022
Q2 | $574K | Buy |
+10,980
| New | +$574K | 0.01% | 342 |
|