A detailed history of Foundations Investment Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 4,142 shares of SHEL stock, worth $271,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,142
Previous 3,501 18.31%
Holding current value
$271,176
Previous $252,000 8.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024

BUY
$65.65 - $73.28 $42,081 - $46,972
641 Added 18.31%
4,142 $273,000
Q2 2024

Aug 02, 2024

SELL
$67.92 - $74.17 $12,361 - $13,498
-182 Reduced 4.94%
3,501 $252,000
Q1 2024

May 13, 2024

BUY
$61.04 - $67.42 $13,672 - $15,102
224 Added 6.48%
3,683 $246,000
Q4 2023

Feb 08, 2024

SELL
$62.04 - $68.55 $90,640 - $100,151
-1,461 Reduced 29.7%
3,459 $227,000
Q3 2023

Oct 05, 2023

BUY
$58.53 - $65.82 $60,520 - $68,057
1,034 Added 26.61%
4,920 $316,000
Q2 2023

Jul 19, 2023

BUY
$56.0 - $62.07 $16,576 - $18,372
296 Added 8.25%
3,886 $234,000
Q1 2023

Apr 25, 2023

SELL
$53.95 - $62.58 $24,978 - $28,974
-463 Reduced 11.42%
3,590 $206,000
Q4 2022

Jan 11, 2023

BUY
$50.18 - $58.47 $203,379 - $236,978
4,053 New
4,053 $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
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, 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 Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.