A detailed history of Jfs Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,035 shares of SHEL stock, worth $200,643. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,035
Previous 3,048 0.43%
Holding current value
$200,643
Previous $204,000 7.35%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 15, 2024

SELL
$67.92 - $74.17 $882 - $964
-13 Reduced 0.43%
3,035 $219,000
Q1 2024

Apr 30, 2024

BUY
$61.04 - $67.42 $61 - $67
1 Added 0.03%
3,048 $204,000
Q4 2023

Feb 07, 2024

BUY
$62.04 - $68.55 $4,653 - $5,141
75 Added 2.52%
3,047 $200,000
Q3 2023

Nov 02, 2023

SELL
$58.53 - $65.82 $4,506 - $5,068
-77 Reduced 2.53%
2,972 $191,000
Q2 2023

Aug 07, 2023

SELL
$56.0 - $62.07 $952 - $1,055
-17 Reduced 0.55%
3,049 $184,000
Q1 2023

Apr 19, 2023

BUY
$53.95 - $62.58 $323 - $375
6 Added 0.2%
3,066 $176,000
Q4 2022

Feb 13, 2023

SELL
$50.18 - $58.47 $19,218 - $22,394
-383 Reduced 11.12%
3,060 $174,000
Q3 2022

Oct 21, 2022

BUY
$22.42 - $55.66 $7,017 - $17,421
313 Added 10.0%
3,443 $171,000
Q2 2022

Aug 02, 2022

BUY
$24.75 - $30.77 $6,039 - $7,507
244 Added 8.45%
3,130 $164,000
Q1 2022

May 02, 2022

BUY
$22.42 - $27.83 $64,704 - $80,317
2,886 New
2,886 $159,000

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 $235B
  • 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 Jfs Wealth Advisors, LLC Portfolio

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

News

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