Cape Cod Five Cents Savings Bank’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $279K | Hold |
4,225
| – | – | 0.03% | 166 |
|
|
2024
Q4 | $279K | Hold |
4,225
| – | – | 0.02% | 166 |
|
|
2024
Q3 | $279K | Sell |
4,225
-25
| -0.6% | -$1.65K | 0.03% | 166 |
|
|
2024
Q2 | $307K | Sell |
4,250
-50
| -1% | -$3.61K | 0.03% | 160 |
|
|
2024
Q1 | $288K | Sell |
4,300
-600
| -12% | -$40.2K | 0.03% | 163 |
|
|
2023
Q4 | $322K | Sell |
4,900
-9,660
| -66% | -$636K | 0.03% | 158 |
|
|
2023
Q3 | $937K | Buy |
14,560
+7,255
| +99% | +$467K | 0.05% | 137 |
|
|
2023
Q2 | $441K | Sell |
7,305
-550
| -7% | -$33.2K | 0.05% | 138 |
|
|
2023
Q1 | $452K | Hold |
7,855
| – | – | 0.05% | 135 |
|
|
2022
Q4 | $447K | Sell |
7,855
-33
| -0.4% | -$1.88K | 0.05% | 148 |
|
|
2022
Q3 | $392K | Hold |
7,888
| – | – | 0.05% | 144 |
|
|
2022
Q2 | $412K | Sell |
7,888
-1,800
| -19% | -$94K | 0.05% | 148 |
|
|
2022
Q1 | $532K | Buy |
+9,688
| New | +$532K | 0.05% | 130 |
|