Vaughan David Investments’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Buy |
7,432
+1,239
| +20% | +$87.2K | 0.01% | 165 |
|
|
2025
Q1 | $454K | Sell |
6,193
-83
| -1% | -$6.09K | 0.01% | 158 |
|
|
2024
Q4 | $393K | Hold |
6,276
| – | – | 0.01% | 168 |
|
|
2024
Q3 | $414K | Sell |
6,276
-1,000
| -14% | -$66K | 0.01% | 167 |
|
|
2024
Q2 | $525K | Sell |
7,276
-2,440
| -25% | -$176K | 0.01% | 153 |
|
|
2024
Q1 | $651K | Buy |
9,716
+2,440
| +34% | +$163K | 0.02% | 152 |
|
|
2023
Q4 | $479K | Buy |
7,276
+183
| +3% | +$12K | 0.01% | 154 |
|
|
2023
Q3 | $457K | Sell |
7,093
-1,000
| -12% | -$64.4K | 0.01% | 154 |
|
|
2023
Q2 | $489K | Buy |
8,093
+83
| +1% | +$5.02K | 0.01% | 155 |
|
|
2023
Q1 | $461K | Hold |
8,010
| – | – | 0.01% | 154 |
|
|
2022
Q4 | $456K | Hold |
8,010
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $399K | Hold |
8,010
| – | – | 0.01% | 154 |
|
|
2022
Q2 | $419K | Sell |
8,010
-1,065
| -12% | -$55.7K | 0.01% | 150 |
|
|
2022
Q1 | $498K | Buy |
+9,075
| New | +$498K | 0.01% | 147 |
|