Modera Wealth Management, LLC Shell PLC Transaction History

Modera Wealth Management, LLC

$7.79 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 03, 2022	SELL	$44.64 - $55.71 $224,405 - $280,054	-5,027 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$41.59 - $49.44 $4,866 - $5,784	117 Added 2.38%	5,027 $218,000
Q3 2021 Nov 04, 2021	BUY	$36.26 - $44.09 $178,036 - $216,481	4,910 New	4,910 $219,000
Q2 2021 Aug 02, 2021	SELL	$36.61 - $41.42 $198,060 - $224,082	-5,410 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$34.63 - $43.02 $187,348 - $232,738	5,410 New	5,410 $212,000
Q1 2020 May 12, 2020	SELL	$20.14 - $55.75 $96,873 - $268,157	-4,810 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$49.47 - $57.87 $74,205 - $86,805	1,500 Added 45.32%	4,810 $283,000
Q1 2019 May 13, 2019	BUY	$50.37 - $56.25 $166,724 - $186,187	3,310 New	3,310 $207,000
Q4 2018 Feb 14, 2019	SELL	$47.66 - $58.81 $157,754 - $194,661	-3,310 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$49.91 - $54.16 $165,202 - $179,269	3,310	3,310 $221,000

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

More about RDS-A

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