Moneta Group Investment Advisors LLC Shell PLC Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$44.64 - $51.09 $286,276 - $327,640	-6,413 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$41.41 - $49.69 $3,644 - $4,372	88 Added 1.39%	6,413 $278,000
Q3 2021 Nov 12, 2021	SELL	$35.85 - $44.27 $26,206 - $32,361	-731 Reduced 10.36%	6,325 $280,000
Q2 2021 Aug 13, 2021	SELL	$35.75 - $40.34 $107 - $121	-3 Reduced 0.04%	7,056 $274,000
Q1 2021 May 14, 2021	SELL	$33.87 - $42.15 $81,355 - $101,244	-2,402 Reduced 25.39%	7,059 $260,000
Q4 2020 Feb 12, 2021	BUY	$21.82 - $36.65 $206,439 - $346,745	9,461 New	9,461 $318,000
Q1 2020 May 13, 2020	SELL	$19.58 - $61.98 $37,554 - $118,877	-1,918 Closed	0 $0
Q4 2019 Feb 11, 2020	BUY	$56.44 - $60.86 $82,797 - $89,281	1,467 Added 325.28%	1,918 $115,000
Q3 2019 Nov 12, 2019	BUY	$55.1 - $65.84 $24,850 - $29,693	451 New	451 $27,000
Q3 2018 Nov 13, 2018	SELL	$64.27 - $74.73 $27,764 - $32,283	-432 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$64.22 - $76.69 $943,712 - $1.13 Million	-14,695 Reduced 97.14%	432 $31,000
Q2 2018 Aug 15, 2018	SELL	$64.22 - $76.69 $13,229 - $15,798	-206 Reduced 1.34%	15,127 $31,000
Q2 2018 Aug 14, 2018	BUY	$64.22 - $76.69 $982,566 - $1.17 Million	15,300 Added 46363.64%	15,333 $43,000
Q1 2018 May 14, 2018	BUY	$62.94 - $73.51 $2,077 - $2,425	33 New	33 $2,000
Q4 2017 Feb 13, 2018	SELL	$63.48 - $68.29 $258,681 - $278,281	-4,075 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	4,075	4,075 $255,000

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

22.8K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-B
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

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