A detailed history of Confluence Wealth Services, Inc. transactions in Shell PLC stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 3,838 shares of SHEL stock, worth $249,124. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,838
Previous 3,879 1.06%
Holding current value
$249,124
Previous $279,000 9.32%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2024

SELL
$65.65 - $73.28 $2,691 - $3,004
-41 Reduced 1.06%
3,838 $253,000
Q2 2024

Jul 31, 2024

SELL
$67.92 - $74.17 $25,062 - $27,368
-369 Reduced 8.69%
3,879 $279,000
Q1 2024

Apr 22, 2024

SELL
$61.04 - $67.42 $49,076 - $54,205
-804 Reduced 15.91%
4,248 $284,000
Q4 2023

Jan 25, 2024

SELL
$62.04 - $68.55 $14,393 - $15,903
-232 Reduced 4.39%
5,052 $332,000
Q3 2023

Nov 01, 2023

BUY
$58.53 - $65.82 $27,567 - $31,001
471 Added 9.79%
5,284 $340,000
Q2 2023

Aug 01, 2023

SELL
$56.0 - $62.07 $3,360 - $3,724
-60 Reduced 1.23%
4,813 $290,000
Q1 2023

May 11, 2023

BUY
$53.95 - $62.58 $15,106 - $17,522
280 Added 6.1%
4,873 $280,000
Q4 2022

Feb 10, 2023

SELL
$50.18 - $58.47 $28,853 - $33,620
-575 Reduced 11.13%
4,593 $261,000
Q3 2022

Nov 08, 2022

SELL
$22.42 - $55.66 $20,783 - $51,596
-927 Reduced 15.21%
5,168 $257,000
Q2 2022

Aug 15, 2022

SELL
$24.75 - $30.77 $5,692 - $7,077
-230 Reduced 3.64%
6,095 $328,000
Q1 2022

Apr 26, 2022

BUY
$22.42 - $27.83 $141,806 - $176,024
6,325 New
6,325 $347,000

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 $231B
  • 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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