A detailed history of Circle Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Circle Wealth Management, LLC holds 9,695 shares of SHEL stock, worth $600,896. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,695
Previous 9,695 -0.0%
Holding current value
$600,896
Previous $699,000 8.58%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

SELL
$62.04 - $68.55 $38,154 - $42,158
-615 Reduced 5.97%
9,695 $637,000
Q3 2023

Nov 14, 2023

BUY
$58.53 - $65.82 $131,516 - $147,897
2,247 Added 27.87%
10,310 $663,000
Q2 2023

Aug 11, 2023

BUY
$56.0 - $62.07 $133,672 - $148,161
2,387 Added 42.05%
8,063 $486,000
Q1 2023

May 09, 2023

BUY
$53.95 - $62.58 $104,824 - $121,592
1,943 Added 52.05%
5,676 $326,000
Q4 2022

Feb 13, 2023

BUY
$50.18 - $58.47 $187,321 - $218,268
3,733 New
3,733 $212,000

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 $221B
  • 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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