Mission Wealth Management, LP Shell PLC Transaction History

Mission Wealth Management, LP

$4.1 Billion
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 25, 2022	SELL	$44.64 - $55.71 $550,366 - $686,848	-12,329 Closed	0 $0
Q3 2021 Nov 05, 2021	BUY	$36.26 - $44.09 $2,320 - $2,821	64 Added 0.52%	12,329 $550,000
Q2 2021 Aug 10, 2021	SELL	$36.61 - $41.42 $12,813 - $14,497	-350 Reduced 2.77%	12,265 $496,000
Q1 2021 May 10, 2021	SELL	$34.63 - $43.02 $10,319 - $12,819	-298 Reduced 2.31%	12,615 $495,000
Q4 2020 Jan 19, 2021	SELL	$21.96 - $36.93 $45,874 - $77,146	-2,089 Reduced 13.92%	12,913 $454,000
Q3 2020 Oct 16, 2020	BUY	$23.93 - $31.98 $71,239 - $95,204	2,977 Added 24.76%	15,002 $378,000
Q2 2020 Aug 03, 2020	SELL	$28.36 - $36.98 $314,654 - $410,293	-11,095 Reduced 47.99%	12,025 $393,000
Q1 2020 Apr 10, 2020	BUY	$20.14 - $55.75 $116,932 - $323,684	5,806 Added 33.53%	23,120 $807,000
Q3 2019 Oct 16, 2019	BUY	$49.47 - $57.87 $472,685 - $552,947	9,555 Added 123.15%	17,314 $1.02 Million
Q2 2019 Aug 09, 2019	SELL	$54.29 - $58.43 $2,388 - $2,570	-44 Reduced 0.56%	7,759 $505,000
Q1 2019 May 14, 2019	BUY	$50.37 - $56.25 $2,216 - $2,475	44 Added 0.57%	7,803 $488,000
Q4 2018 Feb 08, 2019	BUY	$47.66 - $58.81 $369,793 - $456,306	7,759 New	7,759 $452,000
Q1 2018 May 04, 2018	SELL	$50.86 - $57.98 $183,909 - $209,655	-3,616 Closed	0 $0
Q4 2017 Feb 09, 2018	BUY	$49.91 - $54.16 $180,474 - $195,842	3,616	3,616 $241,000

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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