A detailed history of Kozak & Associates, Inc. transactions in Shell PLC stock. As of the latest transaction made, Kozak & Associates, Inc. holds 3,909 shares of SHEL stock, worth $285,396. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,909
Previous 3,923 0.36%
Holding current value
$285,396
Previous $262,000 7.63%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jul 05, 2024

SELL
$67.92 - $74.17 $950 - $1,038
-14 Reduced 0.36%
3,909 $282,000
Q1 2024

May 17, 2024

BUY
$61.04 - $67.42 $2,380 - $2,629
39 Added 1.0%
3,923 $262,000
Q4 2023

Jan 17, 2024

SELL
$62.04 - $68.55 $454,070 - $501,717
-7,319 Reduced 65.33%
3,884 $255,000
Q3 2023

Oct 17, 2023

BUY
$58.53 - $65.82 $11,823 - $13,295
202 Added 1.84%
11,203 $721,000
Q4 2021

Mar 11, 2022

BUY
$20.37 - $24.68 $224,090 - $271,504
11,001 New
11,001 $569,000

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 $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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