Obermeyer Wealth Partners’s Royal Dutch Shell PLC ADS Class A RDS.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $337K | Hold |
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|
2019
Q2 | $373K | Hold |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $373K | Hold |
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|
2018
Q3 | $436K | Buy |
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|
2018
Q2 | $431K | Hold |
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|
2018
Q1 | $332K | Hold |
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|
2017
Q4 | $415K | Hold |
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|
2017
Q3 | $377K | Sell |
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|
2017
Q2 | $385K | Buy |
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|
2017
Q1 | $361K | Sell |
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|
2016
Q4 | $374K | Hold |
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|
2016
Q3 | $344K | Hold |
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|
2016
Q2 | $380K | Hold |
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|
2016
Q1 | $333K | Hold |
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|
2015
Q4 | $315K | Hold |
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|
2015
Q3 | $326K | Buy |
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|
2015
Q2 | $356K | Hold |
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|
2015
Q1 | $373K | Sell |
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|
2014
Q4 | $760K | Sell |
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|
2014
Q3 | $11M | Buy |
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|
2014
Q2 | $10.9M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $10.7M | Buy |
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|
2013
Q2 | $10.8M | Buy |
|