Clifford Swan Investment Counsel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
14,261
-108
| -0.8% | -$7.6K | 0.04% | 175 |
|
|
2025
Q1 | $1.05M | Hold |
14,369
| – | – | 0.04% | 172 |
|
|
2024
Q4 | $900K | Sell |
14,369
-236
| -2% | -$14.8K | 0.03% | 179 |
|
|
2024
Q3 | $963K | Sell |
14,605
-1,396
| -9% | -$92.1K | 0.03% | 184 |
|
|
2024
Q2 | $1.15M | Sell |
16,001
-113
| -0.7% | -$8.16K | 0.04% | 167 |
|
|
2024
Q1 | $1.08M | Sell |
16,114
-178
| -1% | -$11.9K | 0.04% | 171 |
|
|
2023
Q4 | $1.07M | Sell |
16,292
-265
| -2% | -$17.4K | 0.04% | 172 |
|
|
2023
Q3 | $1.07M | Hold |
16,557
| – | – | 0.04% | 165 |
|
|
2023
Q2 | $1,000K | Sell |
16,557
-17
| -0.1% | -$1.03K | 0.04% | 171 |
|
|
2023
Q1 | $954K | Buy |
16,574
+1,259
| +8% | +$72.4K | 0.04% | 173 |
|
|
2022
Q4 | $872K | Hold |
15,315
| – | – | 0.04% | 175 |
|
|
2022
Q3 | $762K | Sell |
15,315
-755
| -5% | -$37.6K | 0.04% | 183 |
|
|
2022
Q2 | $840K | Sell |
16,070
-592
| -4% | -$30.9K | 0.04% | 182 |
|
|
2022
Q1 | $915K | Buy |
+16,662
| New | +$915K | 0.03% | 191 |
|