Kingsview Wealth Management, LLC Shell PLC Transaction History

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	SELL	N/A	-7,089 Closed	0 $0
Q4 2021 Feb 17, 2022	BUY	$41.59 - $49.44 $51,862 - $61,651	1,247 Added 21.35%	7,089 $308,000
Q3 2021 Dec 03, 2021	SELL	$36.26 - $44.09 $2,792 - $3,394	-77 Reduced 1.3%	5,842 $260,000
Q2 2021 Aug 17, 2021	SELL	$36.61 - $41.42 $9,591 - $10,852	-262 Reduced 4.24%	5,919 $245,000
Q1 2021 May 24, 2021	BUY	$34.63 - $43.02 $4,952 - $6,151	143 Added 2.37%	6,181 $248,000
Q4 2020 Feb 16, 2021	BUY	$21.96 - $36.93 $132,594 - $222,983	6,038 New	6,038 $212,000
Q3 2020 Nov 19, 2020	SELL	$23.93 - $31.98 $160,594 - $214,617	-6,711 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$28.36 - $36.98 $14,208 - $18,526	-501 Reduced 6.95%	6,711 $219,000
Q1 2020 May 11, 2020	BUY	$20.14 - $55.75 $2,134 - $5,909	106 Added 1.49%	7,212 $252,000
Q4 2019 Jan 31, 2020	BUY	$50.81 - $54.48 $361,055 - $387,134	7,106 New	7,106 $419,000
Q4 2019 Jan 30, 2020	SELL	$50.81 - $54.48 $322,795 - $346,111	-6,353 Closed	0 $0
Q3 2019 Jan 29, 2020	SELL	$49.47 - $57.87 $11,130 - $13,020	-225 Reduced 3.42%	6,353 $374,000
Q2 2019 Jan 29, 2020	SELL	$54.29 - $58.43 $65,745 - $70,758	-1,211 Reduced 15.55%	6,578 $428,000
Q1 2019 Jan 29, 2020	BUY	$50.37 - $56.25 $44,527 - $49,725	884 Added 12.8%	7,789 $488,000
Q4 2018 Jan 29, 2020	BUY	$47.66 - $58.81 $53,760 - $66,337	1,128 Added 19.53%	6,905 $402,000
Q3 2018 Jan 29, 2020	BUY	$52.67 - $59.49 $304,274 - $343,673	5,777 New	5,777 $394,000
Q3 2017 Jan 29, 2020	SELL	N/A	-5,969 Closed	0 $0
Q2 2017 Jan 29, 2020	BUY	N/A	150 Added 2.58%	5,969 $317,000
Q1 2017 Jan 29, 2020	BUY	N/A	5,819	5,819 $307,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

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