LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
16,417
| – | – | 0.01% | 152 |
|
|
2025
Q1 | $1.06M | Sell |
16,417
-333
| -2% | -$21.5K | 0.01% | 152 |
|
|
2024
Q4 | $1.09M | Sell |
16,750
-2,218
| -12% | -$144K | 0.01% | 160 |
|
|
2024
Q3 | $1.26M | Hold |
18,968
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $1.38M | Buy |
18,968
+310
| +2% | +$22.5K | 0.01% | 135 |
|
|
2024
Q1 | $1.35M | Hold |
18,658
| – | – | 0.01% | 131 |
|
|
2023
Q4 | $1.17M | Sell |
18,658
-246
| -1% | -$15.5K | 0.01% | 144 |
|
|
2023
Q3 | $1.3M | Sell |
18,904
-3,484
| -16% | -$239K | 0.01% | 133 |
|
|
2023
Q2 | $1.35M | Buy |
+22,388
| New | +$1.35M | 0.01% | 141 |
|
|
2022
Q4 | – | Sell |
-22,686
| Closed | -$1.13M | – | 601 |
|
|
2022
Q3 | $1.13M | Sell |
22,686
-250
| -1% | -$12.4K | 0.01% | 139 |
|
|
2022
Q2 | $1.2M | Buy |
+22,936
| New | +$1.2M | 0.01% | 144 |
|