HM Payson & Co’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $276K | Hold |
3,760
| – | – | ﹤0.01% | 362 |
|
|
2024
Q4 | $236K | Buy |
3,760
+368
| +11% | +$23.1K | ﹤0.01% | 387 |
|
|
2024
Q3 | $224K | Hold |
3,392
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $245K | Hold |
3,392
| – | – | ﹤0.01% | 363 |
|
|
2024
Q1 | $227K | Hold |
3,392
| – | – | ﹤0.01% | 374 |
|
|
2023
Q4 | $223K | Sell |
3,392
-700
| -17% | -$46.1K | ﹤0.01% | 365 |
|
|
2023
Q3 | $263K | Hold |
4,092
| – | – | 0.01% | 340 |
|
|
2023
Q2 | $247K | Hold |
4,092
| – | – | 0.01% | 341 |
|
|
2023
Q1 | $235K | Sell |
4,092
-522
| -11% | -$30K | 0.01% | 347 |
|
|
2022
Q4 | $263K | Buy |
4,614
+2,022
| +78% | +$115K | 0.01% | 329 |
|
|
2022
Q3 | $129K | Buy |
2,592
+281
| +12% | +$14K | ﹤0.01% | 430 |
|
|
2022
Q2 | $121K | Hold |
2,311
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $127K | Buy |
+2,311
| New | +$127K | ﹤0.01% | 461 |
|