Glassman Wealth Services Shell PLC Transaction History

Glassman Wealth Services

$585 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 14, 2022	SELL	$44.64 - $51.09 $41,872 - $47,922	-938 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$41.41 - $49.69 $27,703 - $33,242	-669 Reduced 41.63%	938 $41,000
Q3 2021 Nov 10, 2021	BUY	$35.85 - $44.27 $4,015 - $4,958	112 Added 7.49%	1,607 $71,000
Q2 2021 Aug 04, 2021	SELL	$35.75 - $40.34 $34,570 - $39,008	-967 Reduced 39.28%	1,495 $58,000
Q1 2021 May 05, 2021	BUY	$33.87 - $42.15 $63,099 - $78,525	1,863 Added 311.02%	2,462 $91,000
Q4 2020 Feb 04, 2021	SELL	$21.82 - $36.65 $7,767 - $13,047	-356 Reduced 37.28%	599 $20,000
Q3 2020 Nov 09, 2020	BUY	$24.22 - $31.81 $18,722 - $24,589	773 Added 424.73%	955 $23,000
Q2 2020 Aug 06, 2020	BUY	$28.6 - $37.65 $4,804 - $6,325	168 Added 1200.0%	182 $6,000
Q1 2020 May 12, 2020	SELL	$19.58 - $61.98 $117 - $371	-6 Reduced 30.0%	14 $0
Q4 2019 Feb 07, 2020	SELL	$56.44 - $60.86 $10,159 - $10,954	-180 Reduced 90.0%	20 $1,000
Q2 2019 Aug 08, 2019	BUY	$62.86 - $66.97 $12,572 - $13,394	200 New	200 $13,000
Q4 2018 Feb 06, 2019	SELL	$56.7 - $71.66 $7,994 - $10,104	-141 Closed	0 $0
Q2 2018 Aug 09, 2018	SELL	$64.22 - $76.69 $57,798 - $69,021	-900 Reduced 86.46%	141 $10,000
Q1 2018 May 01, 2018	BUY	$62.94 - $73.51 $47,519 - $55,500	755 Added 263.99%	1,041 $68,000
Q4 2017 Feb 06, 2018	BUY	$63.48 - $68.29 $8,950 - $9,628	141 Added 97.24%	286 $20,000
Q3 2017 Nov 13, 2017	SELL	N/A	-248 Reduced 63.1%	145 $9,000
Q2 2017 Aug 09, 2017	BUY	N/A	393	393 $21,000

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

23.1K

Call Options Held

0

Put Options Held

0

About Shell plc

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

More about RDS-B

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