A detailed history of Concord Wealth Partners transactions in Shell PLC stock. As of the latest transaction made, Concord Wealth Partners holds 464 shares of SHEL stock, worth $28,471. This represents 0.01% of its overall portfolio holdings.

Number of Shares
464
Previous 464 -0.0%
Holding current value
$28,471
Previous $33,000 9.09%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 25, 2023

SELL
$58.53 - $65.82 $11,706 - $13,163
-200 Reduced 30.12%
464 $29,000
Q4 2022

Jan 27, 2023

BUY
$50.18 - $58.47 $33,319 - $38,824
664 New
664 $37,000
Q2 2022

Aug 04, 2022

BUY
$24.75 - $30.77 $16,434 - $20,431
664 New
664 $35,000

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 $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
Track This Portfolio

Track Concord Wealth Partners Portfolio

Follow Concord Wealth Partners 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 Concord Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Concord Wealth Partners with notifications on news.