A detailed history of Icon Wealth Partners, LLC transactions in Shell PLC stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 4,474 shares of SHEL stock, worth $326,780. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,474
Previous 3,664 22.11%
Holding current value
$326,780
Previous $221,000 30.32%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

BUY
$58.53 - $65.82 $47,409 - $53,314
810 Added 22.11%
4,474 $288,000
Q2 2023

Aug 03, 2023

SELL
$56.0 - $62.07 $6,104 - $6,765
-109 Reduced 2.89%
3,664 $221,000
Q1 2023

May 11, 2023

BUY
$53.95 - $62.58 $203,553 - $236,114
3,773 New
3,773 $217,000

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 $260B
  • 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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