Great Diamond Partners’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Sell
2025
Q2
$1.02M Buy
2025
Q1
$783K Buy
2024
Q4
$658K Buy
2024
Q3
$675K Sell
2024
Q2
$866K Buy
2024
Q1
$802K Buy
2023
Q4
$771K Buy
2023
Q3
$692K Buy
2023
Q2
$621K Buy
2023
Q1
$579K Buy