Ipswich Investment Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.37M Sell
19,409
-1,938
-9% -$136K 0.33% 69
2025
Q1
$1.56M Buy
21,347
+1,346
+7% +$98.6K 0.39% 59
2024
Q4
$1.25M Sell
20,001
-2,116
-10% -$133K 0.3% 68
2024
Q3
$1.46M Sell
22,117
-390
-2% -$25.7K 0.34% 68
2024
Q2
$1.62M Hold
22,507
0.38% 60
2024
Q1
$1.51M Sell
22,507
-100
-0.4% -$6.7K 0.35% 69
2023
Q4
$1.49M Sell
22,607
-50
-0.2% -$3.29K 0.38% 64
2023
Q3
$1.46M Hold
22,657
0.4% 64
2023
Q2
$1.37M Sell
22,657
-432
-2% -$26.1K 0.36% 72
2023
Q1
$1.33M Buy
23,089
+1,260
+6% +$72.5K 0.36% 71
2022
Q4
$1.24M Hold
21,829
0.36% 74
2022
Q3
$1.09M Sell
21,829
-644
-3% -$32K 0.35% 77
2022
Q2
$1.18M Buy
22,473
+200
+0.9% +$10.5K 0.34% 82
2022
Q1
$1.22M Buy
+22,273
New +$1.22M 0.3% 87