Integrated Wealth Concepts LLC Shell PLC Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$44.64 - $51.09 $365,735 - $418,580	-8,193 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$41.41 - $49.69 $20,539 - $24,646	496 Added 6.44%	8,193 $355,000
Q3 2021 Nov 15, 2021	BUY	$35.85 - $44.27 $60,837 - $75,126	1,697 Added 28.28%	7,697 $341,000
Q2 2021 Aug 13, 2021	SELL	$35.75 - $40.34 $29,887 - $33,724	-836 Reduced 12.23%	6,000 $233,000
Q1 2021 May 13, 2021	SELL	$33.87 - $42.15 $30,923 - $38,482	-913 Reduced 11.78%	6,836 $252,000
Q4 2020 Feb 12, 2021	SELL	$21.82 - $36.65 $21,536 - $36,173	-987 Reduced 11.3%	7,749 $260,000
Q3 2020 Nov 13, 2020	BUY	$24.22 - $31.81 $211,585 - $277,892	8,736 New	8,736 $212,000
Q2 2020 Jul 30, 2020	SELL	$28.6 - $37.65 $191,391 - $251,953	-6,692 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$19.58 - $61.98 $56,527 - $178,936	-2,887 Reduced 30.14%	6,692 $219,000
Q4 2019 Feb 20, 2020	BUY	$56.44 - $60.86 $540,638 - $582,977	9,579 New	9,579 $574,000

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

23.2K

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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