R.M. Davis Inc’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
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|
2025
Q1 | $734K | Buy |
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|
2024
Q4 | $458K | Sell |
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|
2024
Q3 | $662K | Buy |
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|
2024
Q2 | $442K | Buy |
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|
2024
Q1 | $300K | Buy |
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|
2023
Q4 | $234K | Hold |
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|
2023
Q3 | $229K | Sell |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Sell |
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|
2022
Q1 | $222K | Buy |
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