A detailed history of Icon Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,457 shares of SHEL stock, worth $236,597. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,457
Previous 5,021 31.15%
Holding current value
$236,597
Previous $336,000 25.89%
% of portfolio
0.02%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$67.92 - $74.17 $106,226 - $116,001
-1,564 Reduced 31.15%
3,457 $249,000
Q1 2024

May 15, 2024

BUY
$61.04 - $67.42 $13,123 - $14,495
215 Added 4.47%
5,021 $336,000
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $11,229 - $12,407
181 Added 3.91%
4,806 $316,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $29,756 - $34,672
593 Added 14.71%
4,625 $263,000
Q3 2022

Jan 25, 2023

BUY
$22.42 - $55.66 $90,397 - $224,421
4,032 New
4,032 $201,000

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 $244B
  • 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 Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth 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 Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.