Baldwin Investment 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 | $470K | Sell |
6,672
-322
| -5% | -$22.7K | 0.06% | 153 |
|
|
2025
Q1 | $513K | Hold |
6,994
| – | – | 0.06% | 148 |
|
|
2024
Q4 | $438K | Sell |
6,994
-1,688
| -19% | -$106K | 0.06% | 160 |
|
|
2024
Q3 | $573K | Sell |
8,682
-337
| -4% | -$22.2K | 0.07% | 150 |
|
|
2024
Q2 | $651K | Sell |
9,019
-10
| -0.1% | -$722 | 0.09% | 131 |
|
|
2024
Q1 | $605K | Hold |
9,029
| – | – | 0.08% | 141 |
|
|
2023
Q4 | $594K | Hold |
9,029
| – | – | 0.09% | 127 |
|
|
2023
Q3 | $581K | Buy |
9,029
+250
| +3% | +$16.1K | 0.1% | 128 |
|
|
2023
Q2 | $530K | Hold |
8,779
| – | – | 0.09% | 134 |
|
|
2023
Q1 | $505K | Hold |
8,779
| – | – | 0.09% | 137 |
|
|
2022
Q4 | $500K | Buy |
8,779
+1,747
| +25% | +$99.5K | 0.09% | 135 |
|
|
2022
Q3 | $350 | Sell |
7,032
-326
| -4% | -$16 | 0.07% | 152 |
|
|
2022
Q2 | $385 | Buy |
7,358
+2,000
| +37% | +$105 | 0.07% | 163 |
|
|
2022
Q1 | $294 | Buy |
+5,358
| New | +$294 | 0.04% | 209 |
|