A detailed history of Kingswood Wealth Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 3,917 shares of SHEL stock, worth $286,097. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,917
Previous 12,672 69.09%
Holding current value
$286,097
Previous $834 Million 68.51%
% of portfolio
0.03%
Previous 0.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$61.04 - $67.42 $534,405 - $590,262
-8,755 Reduced 69.09%
3,917 $263 Million
Q4 2023

Jan 16, 2024

SELL
$62.04 - $68.55 $821,161 - $907,327
-13,236 Reduced 51.09%
12,672 $834 Million
Q3 2023

Oct 23, 2023

BUY
$58.53 - $65.82 $1.52 Million - $1.71 Million
25,908 New
25,908 $1.67 Billion

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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