Williamson Legacy Group’s Shell SHEL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,973	Closed	-$287K	–	129
2024 Q2	$287K	Sell	3,973 -7,319	-65%	-$528K	0.21%	84
2024 Q1	$757K	Buy	11,292 +393	+4%	+$26.3K	0.59%	56
2023 Q4	$717K	Buy	+10,899	New	+$717K	0.67%	54