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Burke & Herbert Bank & Trust’s Shell SHEL Stock Holding History

Burke & Herbert Bank & Trust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$485K Sell
6,890
-20
-0.3% -$1.41K 0.11% 155
2025
Q1 		$506K Hold
6,910
– – 0.12% 149
2024
Q4 		$433K Hold
6,910
– – 0.1% 160
2024
Q3 		$456K Hold
6,910
– – 0.11% 157
2024
Q2 		$499K Buy
+6,910
New +$499K 0.12% 150