Retirement Planning Company of New England’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$668K Buy
2024
Q2
Sell
2024
Q1
$727K Sell
2023
Q4
$753K Buy
2023
Q3
$668K Sell
2023
Q2
$768K Sell
2023
Q1
$736K Buy
2022
Q4
$728K Sell
2022
Q3
$643K Buy
2022
Q2
$662K Buy
2022
Q1
$687K Buy