AIM
Avity Investment Management’s Shell SHEL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
3,989
| – | – | 0.02% | 95 |
|
|
2025
Q1 | $292K | Sell |
3,989
-50
| -1% | -$3.66K | 0.02% | 88 |
|
|
2024
Q4 | $253K | Hold |
4,039
| – | – | 0.02% | 96 |
|
|
2024
Q3 | $266K | Buy |
4,039
+813
| +25% | +$53.6K | 0.02% | 94 |
|
|
2024
Q2 | $233K | Hold |
3,226
| – | – | 0.02% | 101 |
|
|
2024
Q1 | $216K | Hold |
3,226
| – | – | 0.02% | 106 |
|
|
2023
Q4 | $212K | Hold |
3,226
| – | – | 0.02% | 100 |
|
|
2023
Q3 | $208K | Buy |
+3,226
| New | +$208K | 0.02% | 83 |
|
|
2022
Q3 | – | Sell |
-4,576
| Closed | -$239K | – | 86 |
|
|
2022
Q2 | $239K | Hold |
4,576
| – | – | 0.02% | 78 |
|
|
2022
Q1 | $251K | Buy |
+4,576
| New | +$251K | 0.02% | 81 |
|