A detailed history of Holistic Planning, LLC transactions in Shell PLC stock. As of the latest transaction made, Holistic Planning, LLC holds 7,785 shares of SHEL stock, worth $514,043. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,785
Previous 5,060 53.85%
Holding current value
$514,043
Previous $339 Million 51.35%
% of portfolio
0.22%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

BUY
$65.65 - $73.28 $178,896 - $199,688
2,725 Added 53.85%
7,785 $513 Million
Q1 2024

May 01, 2024

SELL
$61.04 - $67.42 $2,075 - $2,292
-34 Reduced 0.67%
5,060 $339 Million
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $316,031 - $349,193
5,094 New
5,094 $335 Million

Others Institutions Holding SHEL

About Shell plc


  • Ticker SHEL
  • Exchange OTC
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 3,560,539,904
  • Market Cap $235B
  • Description
  • Shell plc operates as an energy and petrochemical company Europe, Asia, Oceania, Africa, the United States, and Rest of the Americas. The company operates through Integrated Gas, Upstream, Marketing, Chemicals and Products, and Renewables and Energy Solutions segments. It explores for and extracts crude oil, natural gas, and natural gas liquids;...
More about SHEL
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.