Cerity Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Buy |
391,909
+11,312
| +3% | +$796K | 0.05% | 301 |
|
|
2025
Q1 | $27.9M | Buy |
380,597
+112
| +0% | +$8.21K | 0.06% | 267 |
|
|
2024
Q4 | $24.1M | Sell |
380,485
-3,907
| -1% | -$248K | 0.05% | 279 |
|
|
2024
Q3 | $25.4M | Buy |
384,392
+67,297
| +21% | +$4.44M | 0.06% | 270 |
|
|
2024
Q2 | $22.9M | Sell |
317,095
-7,549
| -2% | -$545K | 0.06% | 255 |
|
|
2024
Q1 | $21.8M | Buy |
324,644
+47,575
| +17% | +$3.19M | 0.06% | 277 |
|
|
2023
Q4 | $18.2M | Buy |
277,069
+93,661
| +51% | +$6.16M | 0.06% | 257 |
|
|
2023
Q3 | $11.8M | Buy |
183,408
+36,708
| +25% | +$2.36M | 0.06% | 263 |
|
|
2023
Q2 | $8.86M | Buy |
146,700
+716
| +0.5% | +$43.2K | 0.03% | 361 |
|
|
2023
Q1 | $17.8M | Buy |
145,984
+12,660
| +9% | +$1.54M | 0.04% | 249 |
|
|
2022
Q4 | $7.6M | Buy |
133,324
+54,636
| +69% | +$3.12M | 0.05% | 295 |
|
|
2022
Q3 | $3.92M | Buy |
+78,688
| New | +$3.92M | 0.05% | 275 |
|