A detailed history of Modera Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Modera Wealth Management, LLC holds 5,913 shares of SHEL stock, worth $429,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,913
Previous 5,736 3.09%
Holding current value
$429,993
Previous $377,000 5.04%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 14, 2024

BUY
$61.04 - $67.42 $10,804 - $11,933
177 Added 3.09%
5,913 $396,000
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $45,661 - $50,452
736 Added 14.72%
5,736 $377,000
Q3 2023

Nov 01, 2023

BUY
$58.53 - $65.82 $58 - $65
1 Added 0.02%
5,000 $321,000
Q2 2023

Aug 07, 2023

BUY
$56.0 - $62.07 $39,032 - $43,262
697 Added 16.2%
4,999 $301,000
Q1 2023

May 05, 2023

SELL
$53.95 - $62.58 $19,098 - $22,153
-354 Reduced 7.6%
4,302 $247,000
Q4 2022

Feb 07, 2023

SELL
$53.11 - $58.47 $7,222 - $7,951
-136 Reduced 2.84%
4,656 $265,000
Q3 2022

Nov 01, 2022

BUY
$22.42 - $55.66 $5,403 - $13,414
241 Added 5.3%
4,792 $238,000
Q2 2022

Jul 27, 2022

SELL
$24.75 - $30.77 $816 - $1,015
-33 Reduced 0.72%
4,551 $238,000
Q1 2022

May 03, 2022

BUY
$22.42 - $27.83 $102,773 - $127,572
4,584 New
4,584 $252,000

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 $259B
  • 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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