A detailed history of Avantax Advisory Services, Inc. transactions in Shell PLC stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 140,226 shares of SHEL stock, worth $8.6 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
140,226
Previous 145,111 3.37%
Holding current value
$8.6 Million
Previous $10.5 Million 11.71%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 13, 2024

SELL
$65.65 - $73.28 $320,700 - $357,972
-4,885 Reduced 3.37%
140,226 $9.25 Million
Q2 2024

Aug 09, 2024

BUY
$67.92 - $74.17 $2.52 Million - $2.76 Million
37,148 Added 34.41%
145,111 $10.5 Million
Q1 2024

May 08, 2024

SELL
$61.04 - $67.42 $299,401 - $330,695
-4,905 Reduced 4.35%
107,963 $7.24 Million
Q4 2023

Feb 07, 2024

SELL
$62.04 - $68.55 $1.28 Million - $1.42 Million
-20,677 Reduced 15.48%
112,868 $7.43 Million
Q3 2023

Nov 07, 2023

SELL
$58.53 - $65.82 $2.7 Million - $3.03 Million
-46,057 Reduced 25.64%
133,545 $8.6 Million
Q2 2023

Aug 11, 2023

SELL
$56.0 - $62.07 $525,560 - $582,526
-9,385 Reduced 4.97%
179,602 $10.8 Million
Q1 2023

Apr 28, 2023

SELL
$53.95 - $62.58 $32,423 - $37,610
-601 Reduced 0.32%
188,987 $10.9 Million
Q4 2022

Feb 13, 2023

SELL
$50.18 - $58.47 $121,535 - $141,614
-2,422 Reduced 1.26%
189,588 $10.8 Million
Q3 2022

Nov 01, 2022

SELL
$22.42 - $55.66 $147,546 - $366,298
-6,581 Reduced 3.31%
192,010 $9.55 Million
Q2 2022

Aug 02, 2022

SELL
$24.75 - $30.77 $47,767 - $59,386
-1,930 Reduced 0.96%
198,591 $10.4 Million
Q1 2022

Apr 27, 2022

BUY
$22.42 - $27.83 $4.5 Million - $5.58 Million
200,521 New
200,521 $11 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 $218B
  • 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
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