Chesley Taft & Associates’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $997K | Hold |
14,163
| – | – | 0.04% | 205 |
|
|
2025
Q1 | $1.04M | Hold |
14,163
| – | – | 0.05% | 196 |
|
|
2024
Q4 | $887K | Buy |
14,163
+8
| +0.1% | +$501 | 0.04% | 208 |
|
|
2024
Q3 | $934K | Sell |
14,155
-60
| -0.4% | -$3.96K | 0.04% | 199 |
|
|
2024
Q2 | $1.03M | Hold |
14,215
| – | – | 0.05% | 186 |
|
|
2024
Q1 | $953K | Hold |
14,215
| – | – | 0.05% | 194 |
|
|
2023
Q4 | $935K | Sell |
14,215
-25
| -0.2% | -$1.65K | 0.05% | 193 |
|
|
2023
Q3 | $917K | Hold |
14,240
| – | – | 0.06% | 181 |
|
|
2023
Q2 | $860K | Sell |
14,240
-200
| -1% | -$12.1K | 0.05% | 186 |
|
|
2023
Q1 | $831K | Hold |
14,440
| – | – | 0.05% | 187 |
|
|
2022
Q4 | $822K | Hold |
14,440
| – | – | 0.06% | 181 |
|
|
2022
Q3 | $719K | Hold |
14,440
| – | – | 0.05% | 186 |
|
|
2022
Q2 | $755K | Hold |
14,440
| – | – | 0.05% | 191 |
|
|
2022
Q1 | $808K | Buy |
+14,440
| New | +$808K | 0.05% | 196 |
|