World Investment Advisors’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $553K | Sell |
7,849
-1,500
| -16% | -$106K | 0.01% | 698 |
|
|
2025
Q1 | $685K | Buy |
9,349
+481
| +5% | +$35.2K | 0.02% | 598 |
|
|
2024
Q4 | $556K | Buy |
8,868
+3,274
| +59% | +$205K | 0.02% | 645 |
|
|
2024
Q3 | $369K | Buy |
5,594
+1,512
| +37% | +$99.7K | 0.01% | 667 |
|
|
2024
Q2 | $295K | Sell |
4,082
-156
| -4% | -$11.3K | 0.02% | 504 |
|
|
2024
Q1 | $284K | Buy |
+4,238
| New | +$284K | 0.04% | 316 |
|