Welch & Forbes’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552K | Hold |
7,836
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $574K | Hold |
7,836
| – | – | 0.01% | 263 |
|
|
2024
Q4 | $491K | Hold |
7,836
| – | – | 0.01% | 280 |
|
|
2024
Q3 | $517K | Sell |
7,836
-2,284
| -23% | -$151K | 0.01% | 285 |
|
|
2024
Q2 | $734K | Buy |
10,120
+88
| +0.9% | +$6.39K | 0.01% | 250 |
|
|
2024
Q1 | $673K | Sell |
10,032
-187
| -2% | -$12.5K | 0.01% | 257 |
|
|
2023
Q4 | $672K | Sell |
10,219
-3
| -0% | -$197 | 0.01% | 257 |
|
|
2023
Q3 | $658K | Buy |
10,222
+187
| +2% | +$12K | 0.01% | 255 |
|
|
2023
Q2 | $606K | Sell |
10,035
-20
| -0.2% | -$1.21K | 0.01% | 266 |
|
|
2023
Q1 | $579K | Sell |
10,055
-186
| -2% | -$10.7K | 0.01% | 264 |
|
|
2022
Q4 | $583K | Buy |
10,241
+1,883
| +23% | +$107K | 0.01% | 268 |
|
|
2022
Q3 | $416K | Sell |
8,358
-200
| -2% | -$9.96K | 0.01% | 293 |
|
|
2022
Q2 | $447K | Buy |
+8,558
| New | +$447K | 0.01% | 293 |
|