Northeast 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 | $445K | Sell |
6,316
-28
| -0.4% | -$1.97K | 0.02% | 132 |
|
|
2025
Q1 | $465K | Hold |
6,344
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $397K | Sell |
6,344
-4,458
| -41% | -$279K | 0.02% | 143 |
|
|
2024
Q3 | $712K | Sell |
10,802
-5,000
| -32% | -$330K | 0.03% | 123 |
|
|
2024
Q2 | $1.14M | Buy |
15,802
+137
| +0.9% | +$9.89K | 0.05% | 101 |
|
|
2024
Q1 | $1.05M | Buy |
15,665
+284
| +2% | +$19K | 0.05% | 106 |
|
|
2023
Q4 | $1.01M | Buy |
15,381
+7,428
| +93% | +$489K | 0.05% | 104 |
|
|
2023
Q3 | $512K | Buy |
7,953
+325
| +4% | +$20.9K | 0.03% | 127 |
|
|
2023
Q2 | $461K | Hold |
7,628
| – | – | 0.03% | 132 |
|
|
2023
Q1 | $439K | Buy |
7,628
+417
| +6% | +$24K | 0.03% | 132 |
|
|
2022
Q4 | $411K | Buy |
7,211
+1,537
| +27% | +$87.6K | 0.03% | 136 |
|
|
2022
Q3 | $282K | Hold |
5,674
| – | – | 0.02% | 147 |
|
|
2022
Q2 | $297K | Hold |
5,674
| – | – | 0.02% | 155 |
|
|
2022
Q1 | $312K | Buy |
+5,674
| New | +$312K | 0.02% | 172 |
|