A detailed history of Beacon Pointe Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 37,525 shares of SHEL stock, worth $2.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,525
Previous 37,912 1.02%
Holding current value
$2.48 Million
Previous $2.54 Million 6.57%
% of portfolio
0.03%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$67.92 - $74.17 $26,285 - $28,703
-387 Reduced 1.02%
37,525 $2.71 Million
Q1 2024

May 14, 2024

BUY
$61.04 - $67.42 $13,245 - $14,630
217 Added 0.58%
37,912 $2.54 Million
Q4 2023

Feb 08, 2024

SELL
$62.04 - $68.55 $472,062 - $521,596
-7,609 Reduced 16.8%
37,695 $2.48 Million
Q3 2023

Nov 14, 2023

BUY
$58.53 - $65.82 $1.49 Million - $1.67 Million
25,427 Added 127.92%
45,304 $2.92 Million
Q2 2023

Aug 11, 2023

SELL
$56.0 - $62.07 $411,152 - $455,717
-7,342 Reduced 26.97%
19,877 $1.2 Million
Q1 2023

May 12, 2023

BUY
$53.95 - $62.58 $401,495 - $465,720
7,442 Added 37.63%
27,219 $1.57 Million
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $158,769 - $184,999
3,164 Added 19.05%
19,777 $1.13 Million
Q3 2022

Nov 09, 2022

SELL
$22.42 - $55.66 $67,932 - $168,649
-3,030 Reduced 15.43%
16,613 $826,000
Q2 2022

Aug 11, 2022

BUY
$24.75 - $30.77 $486,164 - $604,415
19,643 New
19,643 $1.03 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 Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, 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 Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.