Mondrian Investment Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $121M | Sell |
1,655,018
-8,862
| -0.5% | -$649K | 2.07% | 21 |
|
2024
Q4 | $110M | Sell |
1,663,880
-10,176
| -0.6% | -$670K | 1.81% | 29 |
|
2024
Q3 | $110M | Sell |
1,674,056
-33,801
| -2% | -$2.23M | 1.67% | 34 |
|
2024
Q2 | $125M | Sell |
1,707,857
-480,015
| -22% | -$35.1M | 1.92% | 23 |
|
2024
Q1 | $147M | Buy |
2,187,872
+993,342
| +83% | +$66.6M | 2.01% | 19 |
|
2023
Q4 | $78.6M | Buy |
1,194,530
+1,193,630
| +132,626% | +$78.5M | 1.24% | 42 |
|
2023
Q3 | $57.9K | Hold |
900
| – | – | ﹤0.01% | 86 |
|
2023
Q2 | $54.3K | Hold |
900
| – | – | ﹤0.01% | 83 |
|
2023
Q1 | $51.8K | Hold |
900
| – | – | ﹤0.01% | 79 |
|
2022
Q4 | $51K | Sell |
900
-129
| -13% | -$7.31K | ﹤0.01% | 81 |
|
2022
Q3 | $51 | Hold |
1,029
| – | – | ﹤0.01% | 79 |
|
2022
Q2 | $54K | Sell |
1,029
-144
| -12% | -$7.56K | ﹤0.01% | 76 |
|
2022
Q1 | $64K | Buy |
+1,173
| New | +$64K | ﹤0.01% | 77 |
|