Essex Savings Bank’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
6,438
-157
| -2% | -$11.1K | 0.11% | 166 |
|
|
2025
Q1 | $483K | Buy |
6,595
+764
| +13% | +$56K | 0.12% | 157 |
|
|
2024
Q4 | $365K | Sell |
5,831
-92
| -2% | -$5.76K | 0.09% | 184 |
|
|
2024
Q3 | $391K | Buy |
5,923
+1,011
| +21% | +$66.7K | 0.1% | 180 |
|
|
2024
Q2 | $355K | Sell |
4,912
-601
| -11% | -$43.4K | 0.1% | 171 |
|
|
2024
Q1 | $363K | Hold |
5,513
| – | – | 0.11% | 168 |
|
|
2023
Q4 | $363K | Buy |
5,513
+1,651
| +43% | +$109K | 0.11% | 167 |
|
|
2023
Q3 | $249K | Sell |
3,862
-514
| -12% | -$33.1K | 0.08% | 196 |
|
|
2023
Q2 | $264K | Buy |
4,376
+532
| +14% | +$32.1K | 0.09% | 188 |
|
|
2023
Q1 | $221K | Hold |
3,844
| – | – | 0.08% | 209 |
|
|
2022
Q4 | $219K | Buy |
+3,844
| New | +$219K | 0.08% | 210 |
|
|
2022
Q3 | – | Sell |
-3,870
| Closed | -$203K | – | 221 |
|
|
2022
Q2 | $203K | Sell |
3,870
-75
| -2% | -$3.93K | 0.08% | 208 |
|
|
2022
Q1 | $217K | Buy |
+3,945
| New | +$217K | 0.07% | 209 |
|