A detailed history of Cyndeo Wealth Partners, LLC transactions in Shell PLC stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 14,681 shares of SHEL stock, worth $961,165. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,681
Previous 14,709 0.19%
Holding current value
$961,165
Previous $1.06 Million 8.77%
% of portfolio
0.07%
Previous 0.08%

Shares

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

Oct 18, 2024

SELL
$65.65 - $73.28 $1,838 - $2,051
-28 Reduced 0.19%
14,681 $968,000
Q2 2024

Jul 30, 2024

SELL
$67.92 - $74.17 $882 - $964
-13 Reduced 0.09%
14,709 $1.06 Million
Q1 2024

Apr 16, 2024

BUY
$61.04 - $67.42 $732 - $809
12 Added 0.08%
14,722 $986,000
Q3 2023

Oct 10, 2023

BUY
$58.53 - $65.82 $1,580 - $1,777
27 Added 0.18%
14,710 $947,000
Q2 2023

Jul 27, 2023

SELL
$56.0 - $62.07 $17,416 - $19,303
-311 Reduced 2.07%
14,683 $886,000
Q4 2022

Jan 25, 2023

BUY
$50.18 - $58.47 $752,398 - $876,699
14,994 New
14,994 $0

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 $233B
  • 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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