McDonald Partners’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
3,293
+4
| +0.1% | +$282 | 0.06% | 234 |
|
|
2025
Q1 | $241K | Buy |
3,289
+2
| +0.1% | +$147 | 0.06% | 223 |
|
|
2024
Q4 | $206K | Buy |
+3,287
| New | +$206K | 0.05% | 227 |
|
|
2024
Q3 | – | Sell |
-2,987
| Closed | -$216K | – | 245 |
|
|
2024
Q2 | $216K | Hold |
2,987
| – | – | 0.06% | 228 |
|
|
2024
Q1 | $200K | Buy |
+2,987
| New | +$200K | 0.06% | 230 |
|
|
2023
Q1 | – | Sell |
-4,293
| Closed | -$244K | – | 239 |
|
|
2022
Q4 | $244K | Hold |
4,293
| – | – | 0.08% | 199 |
|
|
2022
Q3 | $214K | Sell |
4,293
-18,313
| -81% | -$913K | 0.08% | 200 |
|
|
2022
Q2 | $1.18M | Buy |
22,606
+7,590
| +51% | +$397K | 0.3% | 100 |
|
|
2022
Q1 | $825K | Buy |
+15,016
| New | +$825K | 0.18% | 148 |
|