Winch Advisory Services’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Buy |
471
+4
| +0.9% | +$282 | 0.01% | 190 |
|
|
2025
Q1 | $34.2K | Buy |
467
+5
| +1% | +$366 | 0.01% | 179 |
|
|
2024
Q4 | $29K | Buy |
462
+394
| +579% | +$24.7K | 0.01% | 200 |
|
|
2024
Q3 | $4.51K | Hold |
68
| – | – | ﹤0.01% | 320 |
|
|
2024
Q2 | $4.89K | Buy |
68
+1
| +1% | +$72 | ﹤0.01% | 318 |
|
|
2024
Q1 | $4.49K | Buy |
67
+1
| +2% | +$67 | ﹤0.01% | 320 |
|
|
2023
Q4 | $4.37K | Hold |
66
| – | – | ﹤0.01% | 311 |
|
|
2023
Q3 | $4K | Buy |
66
+1
| +2% | +$61 | ﹤0.01% | 320 |
|
|
2023
Q2 | $4K | Buy |
65
+1
| +2% | +$62 | ﹤0.01% | 319 |
|
|
2023
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $4K | Buy |
64
+1
| +2% | +$63 | ﹤0.01% | 299 |
|
|
2022
Q3 | $3K | Hold |
63
| – | – | ﹤0.01% | 306 |
|
|
2022
Q2 | $3K | Hold |
63
| – | – | ﹤0.01% | 329 |
|
|
2022
Q1 | $3K | Buy |
+63
| New | +$3K | ﹤0.01% | 361 |
|