A detailed history of Cfm Wealth Partners LLC transactions in Shell PLC stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 4,769 shares of SHEL stock, worth $315,660. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,769
Previous 3,367 41.64%
Holding current value
$315,660
Previous $222,000 41.44%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 23, 2024

BUY
$65.65 - $73.28 $92,041 - $102,738
1,402 Added 41.64%
4,769 $314,000
Q3 2024

Oct 15, 2024

SELL
$65.65 - $73.28 $92,041 - $102,738
-1,402 Reduced 29.4%
3,367 $222,000
Q2 2024

Jul 18, 2024

BUY
$67.92 - $74.17 $95,223 - $103,986
1,402 Added 41.64%
4,769 $344,000
Q1 2024

Apr 15, 2024

SELL
$61.04 - $67.42 $7,996 - $8,832
-131 Reduced 3.74%
3,367 $225,000
Q4 2023

Jan 11, 2024

BUY
$62.04 - $68.55 $217,015 - $239,787
3,498 New
3,498 $230,000
Q1 2023

Apr 12, 2023

BUY
$53.95 - $62.58 $188,717 - $218,904
3,498 New
3,498 $201,000

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 $236B
  • 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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