A detailed history of Integrated Wealth Concepts LLC transactions in Shell PLC stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 40,854 shares of SHEL stock, worth $2.51 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
40,854
Previous 41,563 1.71%
Holding current value
$2.51 Million
Previous $3 Million 10.2%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024

SELL
$65.65 - $73.28 $46,545 - $51,955
-709 Reduced 1.71%
40,854 $2.69 Million
Q2 2024

Aug 14, 2024

BUY
$67.92 - $74.17 $105,411 - $115,111
1,552 Added 3.88%
41,563 $3 Million
Q1 2024

May 15, 2024

BUY
$61.04 - $67.42 $41,324 - $45,643
677 Added 1.72%
40,011 $2.68 Million
Q4 2023

Feb 13, 2024

SELL
$62.04 - $68.55 $51,120 - $56,485
-824 Reduced 2.05%
39,334 $2.59 Million
Q3 2023

Nov 15, 2023

SELL
$58.53 - $65.82 $126,249 - $141,973
-2,157 Reduced 5.1%
40,158 $2.59 Million
Q2 2023

Aug 15, 2023

BUY
$56.0 - $62.07 $203,560 - $225,624
3,635 Added 9.4%
42,315 $2.55 Million
Q1 2023

May 03, 2023

SELL
$53.95 - $62.58 $1.96 Million - $2.28 Million
-36,386 Reduced 48.47%
38,680 $2.23 Million
Q4 2022

Feb 13, 2023

SELL
$50.18 - $58.47 $55,599 - $64,784
-1,108 Reduced 1.45%
75,066 $4.28 Million
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $38,114 - $94,622
1,700 Added 2.28%
76,174 $3.79 Million
Q2 2022

Aug 08, 2022

BUY
$24.75 - $30.77 $1.44 Million - $1.79 Million
58,024 Added 352.73%
74,474 $3.89 Million
Q1 2022

May 12, 2022

BUY
$22.42 - $27.83 $368,809 - $457,803
16,450 New
16,450 $904,000

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 $219B
  • 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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