Grandfield & Dodd’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $17.7M | Sell |
251,887
-2,399
| -0.9% | -$169K | 1.04% | 35 |
|
2025
Q1 | $18.6M | Buy |
254,286
+668
| +0.3% | +$49K | 1.16% | 34 |
|
2024
Q4 | $15.9M | Sell |
253,618
-657
| -0.3% | -$41.2K | 0.98% | 39 |
|
2024
Q3 | $16.8M | Sell |
254,275
-377
| -0.1% | -$24.9K | 0.99% | 38 |
|
2024
Q2 | $18.4M | Sell |
254,652
-678
| -0.3% | -$48.9K | 1.16% | 34 |
|
2024
Q1 | $17.1M | Sell |
255,330
-1,147
| -0.4% | -$76.9K | 1.08% | 35 |
|
2023
Q4 | $16.9M | Buy |
256,477
+6,756
| +3% | +$445K | 1.17% | 37 |
|
2023
Q3 | $16.1M | Buy |
249,721
+5,836
| +2% | +$376K | 1.18% | 37 |
|
2023
Q2 | $14.7M | Sell |
243,885
-5,715
| -2% | -$345K | 1.03% | 40 |
|
2023
Q1 | $14.4M | Sell |
249,600
-460
| -0.2% | -$26.5K | 1% | 43 |
|
2022
Q4 | $14.2M | Buy |
250,060
+5,854
| +2% | +$333K | 1.04% | 41 |
|
2022
Q3 | $12.2M | Buy |
244,206
+5,110
| +2% | +$254K | 0.99% | 43 |
|
2022
Q2 | $12.5M | Buy |
239,096
+11,537
| +5% | +$603K | 0.98% | 43 |
|
2022
Q1 | $12.5M | Buy |
+227,559
| New | +$12.5M | 0.85% | 47 |
|