Choate 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 | $572K | Hold |
8,127
| – | – | 0.01% | 254 |
|
|
2025
Q1 | $596K | Buy |
8,127
+627
| +8% | +$45.9K | 0.01% | 237 |
|
|
2024
Q4 | $470K | Buy |
7,500
+4,076
| +119% | +$255K | 0.01% | 276 |
|
|
2024
Q3 | $226K | Sell |
3,424
-3,577
| -51% | -$236K | 0.01% | 357 |
|
|
2024
Q2 | $505K | Sell |
7,001
-100
| -1% | -$7.22K | 0.01% | 251 |
|
|
2024
Q1 | $476K | Hold |
7,101
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $467K | Sell |
7,101
-441
| -6% | -$29K | 0.01% | 251 |
|
|
2023
Q3 | $486K | Buy |
+7,542
| New | +$486K | 0.02% | 246 |
|