Birch Hill 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 | $458K | Hold |
6,500
| – | – | 0.02% | 144 |
|
|
2025
Q1 | $476K | Hold |
6,500
| – | – | 0.02% | 142 |
|
|
2024
Q4 | $407K | Hold |
6,500
| – | – | 0.02% | 146 |
|
|
2024
Q3 | $429K | Hold |
6,500
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $469K | Hold |
6,500
| – | – | 0.02% | 136 |
|
|
2024
Q1 | $436K | Hold |
6,500
| – | – | 0.02% | 135 |
|
|
2023
Q4 | $428K | Hold |
6,500
| – | – | 0.02% | 126 |
|
|
2023
Q3 | $418K | Hold |
6,500
| – | – | 0.03% | 124 |
|
|
2023
Q2 | $392K | Hold |
6,500
| – | – | 0.02% | 124 |
|
|
2023
Q1 | $374K | Hold |
6,500
| – | – | 0.02% | 129 |
|
|
2022
Q4 | $370K | Hold |
6,500
| – | – | 0.02% | 126 |
|
|
2022
Q3 | $323K | Hold |
6,500
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $340K | Buy |
+6,500
| New | +$340K | 0.02% | 128 |
|