Venture Visionary 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 | $540K | Buy |
7,670
+4
| +0.1% | +$282 | 0.02% | 383 |
|
|
2025
Q1 | $562K | Buy |
7,666
+987
| +15% | +$72.3K | 0.02% | 359 |
|
|
2024
Q4 | $418K | Buy |
6,679
+44
| +0.7% | +$2.76K | 0.02% | 398 |
|
|
2024
Q3 | $438K | Sell |
6,635
-500
| -7% | -$33K | 0.02% | 399 |
|
|
2024
Q2 | $515K | Buy |
7,135
+578
| +9% | +$41.7K | 0.02% | 365 |
|
|
2024
Q1 | $440K | Sell |
6,557
-595
| -8% | -$39.9K | 0.02% | 396 |
|
|
2023
Q4 | $471K | Sell |
7,152
-770
| -10% | -$50.7K | 0.02% | 356 |
|
|
2023
Q3 | $510K | Buy |
7,922
+1,729
| +28% | +$111K | 0.03% | 329 |
|
|
2023
Q2 | $374K | Sell |
6,193
-4,000
| -39% | -$242K | 0.02% | 389 |
|
|
2023
Q1 | $587K | Hold |
10,193
| – | – | 0.04% | 312 |
|
|
2022
Q4 | $580K | Sell |
10,193
-1,922
| -16% | -$109K | 0.04% | 297 |
|
|
2022
Q3 | $602K | Buy |
12,115
+500
| +4% | +$24.8K | 0.05% | 269 |
|
|
2022
Q2 | $607K | Hold |
11,615
| – | – | 0.05% | 261 |
|
|
2022
Q1 | $638K | Buy |
+11,615
| New | +$638K | 0.04% | 285 |
|