Epoch Investment Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-20,521
| Closed | -$1.35M | – | 367 |
|
|
2024
Q3 | $1.35M | Hold |
20,521
| – | – | 0.01% | 281 |
|
|
2024
Q2 | $1.48M | Hold |
20,521
| – | – | 0.01% | 285 |
|
|
2024
Q1 | $1.38M | Sell |
20,521
-22,399
| -52% | -$1.5M | 0.01% | 317 |
|
|
2023
Q4 | $2.82M | Sell |
42,920
-491
| -1% | -$32.3K | 0.01% | 294 |
|
|
2023
Q3 | $2.79M | Buy |
43,411
+26,234
| +153% | +$1.69M | 0.02% | 301 |
|
|
2023
Q2 | $1.04M | Hold |
17,177
| – | – | 0.01% | 360 |
|
|
2023
Q1 | $988K | Hold |
17,177
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $978K | Hold |
17,177
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $855K | Hold |
17,177
| – | – | 0.01% | 353 |
|
|
2022
Q2 | $898K | Buy |
+17,177
| New | +$898K | 0.01% | 362 |
|