Foster Dykema Cabot & Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Hold |
2,327
| – | – | 0.01% | 136 |
|
|
2025
Q1 | $171K | Sell |
2,327
-458
| -16% | -$33.6K | 0.01% | 128 |
|
|
2024
Q4 | $174K | Sell |
2,785
-847
| -23% | -$53.1K | 0.01% | 137 |
|
|
2024
Q3 | $240K | Buy |
3,632
+407
| +13% | +$26.8K | 0.02% | 114 |
|
|
2024
Q2 | $233K | Hold |
3,225
| – | – | 0.02% | 90 |
|
|
2024
Q1 | $216K | Hold |
3,225
| – | – | 0.02% | 96 |
|
|
2023
Q4 | $212K | Buy |
+3,225
| New | +$212K | 0.02% | 85 |
|