Clifford Swan Investment Counsel’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
|
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|
2025
Q1 | $1.05M | Hold |
|
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|
2024
Q4 | $900K | Sell |
|
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|
2024
Q3 | $963K | Sell |
|
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|
2024
Q2 | $1.15M | Sell |
|
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.07M | Sell |
|
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|
2023
Q3 | $1.07M | Hold |
|
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|
2023
Q2 | $1,000K | Sell |
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|
2023
Q1 | $954K | Buy |
|
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|
2022
Q4 | $872K | Hold |
|
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|
2022
Q3 | $762K | Sell |
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|
2022
Q2 | $840K | Sell |
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|
2022
Q1 | $915K | Buy |
|