Eads & Heald Wealth Management Shell PLC Transaction History

Eads & Heald Wealth Management

$211 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 02, 2020	SELL	$23.93 - $31.98 $314,488 - $420,281	-13,142 Closed	0 $0
Q2 2020 Jul 29, 2020	SELL	$28.36 - $36.98 $76,146 - $99,291	-2,685 Reduced 16.96%	13,142 $0
Q1 2020 May 01, 2020	SELL	$20.14 - $55.75 $12,970 - $35,903	-644 Reduced 3.91%	15,827 $0
Q4 2019 Jan 31, 2020	BUY	$50.81 - $54.48 $13,515 - $14,491	266 Added 1.64%	16,471 $0
Q3 2019 Oct 31, 2019	BUY	$49.47 - $57.87 $51,053 - $59,721	1,032 Added 6.8%	16,205 $0
Q2 2019 Jul 30, 2019	SELL	$54.29 - $58.43 $16,938 - $18,230	-312 Reduced 2.01%	15,173 $0
Q1 2019 Apr 26, 2019	BUY	$50.37 - $56.25 $19,896 - $22,218	395 Added 2.62%	15,485 $0
Q4 2018 Jan 31, 2019	SELL	$47.66 - $58.81 $17,395 - $21,465	-365 Reduced 2.36%	15,090 $0
Q3 2018 Oct 31, 2018	SELL	$52.67 - $59.49 $11,324 - $12,790	-215 Reduced 1.37%	15,455 $0
Q2 2018 Jul 27, 2018	BUY	$51.52 - $61.45 $17,877 - $21,323	347 Added 2.26%	15,670 $0
Q1 2018 Apr 26, 2018	SELL	$50.86 - $57.98 $71,966 - $82,041	-1,415 Reduced 8.45%	15,323 $0
Q4 2017 Jan 31, 2018	SELL	$49.91 - $54.16 $9,982 - $10,832	-200 Reduced 1.18%	16,738 $0
Q3 2017 Oct 27, 2017	BUY	N/A	16,938	16,938 $0

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eads & Heald Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Eads & Heald Wealth Management with notifications on news.