Wealthsource Partners, LLC
- SEC CIK
- 0001674623
- Latest filing
- Jan 16, 2024
SHEL holding history
Shell plc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SHEL overviewAll 13F holders of SHELFull Q4 2023 holdings
- Shares (Q4 2023)
- 5,027
- Value
- $330.8K
- % of portfolio
- <0.1%
- Quarters held
- 8
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2023 | 5,027 | $330.8K | <0.1% | −457−8.3% | Reduced | Holders |
| Q3 2023 | 5,484 | $353.0K | <0.1% | −686−11.1% | Reduced | Holders |
| Q2 2023 | 6,170 | $372.5K | <0.1% | −20−0.3% | Reduced | Holders |
| Q1 2023 | 6,190 | $356.2K | <0.1% | −146−2.3% | Reduced | Holders |
| Q4 2022 | 6,336 | $360.8K | <0.1% | −148−2.3% | Reduced | Holders |
| Q3 2022 | 6,484 | $323.0K | <0.1% | −374−5.5% | Reduced | Holders |
| Q2 2022 | 6,858 | $359.0K | <0.1% | −1,390−16.9% | Reduced | Holders |
| Q1 2022 | 8,248 | $453.0K | <0.1% | +8,248 | New | Holders |