Vista Investment 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 | $363K | Hold |
5,155
| – | – | 0.1% | 119 |
|
|
2025
Q1 | $378K | Buy |
5,155
+38
| +0.7% | +$2.79K | 0.12% | 124 |
|
|
2024
Q4 | $321K | Buy |
5,117
+44
| +0.9% | +$2.76K | 0.1% | 133 |
|
|
2024
Q3 | $335K | Buy |
5,073
+38
| +0.8% | +$2.51K | 0.11% | 123 |
|
|
2024
Q2 | $363K | Buy |
5,035
+37
| +0.7% | +$2.67K | 0.12% | 118 |
|
|
2024
Q1 | $335K | Hold |
4,998
| – | – | 0.11% | 115 |
|
|
2023
Q4 | $329K | Buy |
+4,998
| New | +$329K | 0.12% | 107 |
|