Bartlett & Co. Wealth Management LLC Shell PLC Transaction History

Bartlett & Co. Wealth Management LLC

$6.89 Trillion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Feb 13, 2024	SELL	$33.87 - $42.15 $12,701 - $15,806	-375 Reduced 39.35%	578 $21.3 Million
Q3 2020 Feb 13, 2024	SELL	$24.22 - $31.81 $21,192 - $27,833	-875 Reduced 47.87%	953 $23.1 Million
Q2 2020 Feb 13, 2024	SELL	$28.6 - $37.65 $67,210 - $88,477	-2,350 Reduced 56.25%	1,828 $55.7 Million
Q1 2020 Feb 13, 2024	SELL	$19.58 - $61.98 $119,790 - $379,193	-6,118 Reduced 59.42%	4,178 $136 Million
Q4 2019 Feb 13, 2024	SELL	$56.44 - $60.86 $58,641 - $63,233	-1,039 Reduced 9.17%	10,296 $617 Million
Q3 2019 Feb 13, 2024	BUY	$55.1 - $65.84 $482,400 - $576,429	8,755 Added 339.34%	11,335 $679 Million
Q2 2019 Feb 13, 2024	SELL	$62.86 - $66.97 $1,822 - $1,942	-29 Reduced 1.11%	2,580 $170 Million
Q1 2019 Feb 13, 2024	BUY	$59.98 - $65.92 $1,739 - $1,911	29 Added 1.12%	2,609 $167 Million
Q2 2018 Feb 13, 2024	BUY	$64.22 - $76.69 $64,990 - $77,610	1,012 Added 64.54%	2,580 $187 Million
Q1 2018 Feb 13, 2024	BUY	$62.94 - $73.51 $98,689 - $115,263	1,568 New	1,568 $103 Million

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

23.1K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-B
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.