Great Diamond 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 | $1.02M | Buy |
14,494
+3,806
| +36% | +$268K | 0.22% | 106 |
|
|
2025
Q1 | $783K | Buy |
10,688
+187
| +2% | +$13.7K | 0.21% | 96 |
|
|
2024
Q4 | $658K | Buy |
10,501
+273
| +3% | +$17.1K | 0.17% | 105 |
|
|
2024
Q3 | $675K | Sell |
10,228
-1,766
| -15% | -$116K | 0.17% | 104 |
|
|
2024
Q2 | $866K | Buy |
11,994
+30
| +0.3% | +$2.17K | 0.2% | 99 |
|
|
2024
Q1 | $802K | Buy |
11,964
+248
| +2% | +$16.6K | 0.18% | 104 |
|
|
2023
Q4 | $771K | Buy |
11,716
+967
| +9% | +$63.6K | 0.19% | 107 |
|
|
2023
Q3 | $692K | Buy |
10,749
+464
| +5% | +$29.9K | 0.19% | 110 |
|
|
2023
Q2 | $621K | Buy |
10,285
+219
| +2% | +$13.2K | 0.16% | 116 |
|
|
2023
Q1 | $579K | Buy |
+10,066
| New | +$579K | 0.17% | 118 |
|