A detailed history of Iams Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Iams Wealth Management, LLC holds 26,124 shares of SHEL stock, worth $1.9 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
26,124
Previous 24,782 5.42%
Holding current value
$1.9 Million
Previous $1.63 Billion 0.26%
% of portfolio
1.0%
Previous 1.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$61.04 - $67.42 $81,915 - $90,477
1,342 Added 5.42%
26,124 $1.63 Billion
Q4 2023

Feb 07, 2024

SELL
$62.04 - $68.55 $168,810 - $186,524
-2,721 Reduced 9.89%
24,782 $1.63 Billion
Q3 2023

Nov 14, 2023

BUY
$58.53 - $65.82 $1.61 Million - $1.81 Million
27,503 New
27,503 $1.77 Billion
Q1 2023

Oct 30, 2023

BUY
$53.95 - $62.58 $459,222 - $532,680
8,512 Added 55.97%
23,719 $1.36 Billion
Q4 2022

Oct 27, 2023

BUY
$53.11 - $58.47 $807,643 - $889,153
15,207 New
15,207 $866 Million

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 $259B
  • 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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