A detailed history of Congress Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Congress Wealth Management LLC holds 14,306 shares of SHEL stock, worth $877,816. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,306
Previous 6,030 137.25%
Holding current value
$877,816
Previous $435,000 116.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$65.65 - $73.28 $543,319 - $606,465
8,276 Added 137.25%
14,306 $943,000
Q2 2024

Aug 13, 2024

BUY
$67.92 - $74.17 $409,557 - $447,245
6,030 New
6,030 $435,000
Q4 2023

Feb 09, 2024

BUY
$62.04 - $68.55 $337,745 - $373,186
5,444 New
5,444 $358,000

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 Congress Wealth Management LLC Portfolio

Follow Congress Wealth Management 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 Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.