A detailed history of Mount Yale Investment Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 11,851 shares of SHEL stock, worth $775,884. This represents 0.08% of its overall portfolio holdings.

Number of Shares
11,851
Previous 32,512 63.55%
Holding current value
$775,884
Previous $2.35 Million 66.71%
% of portfolio
0.08%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

SELL
$65.65 - $73.28 $1.36 Million - $1.51 Million
-20,661 Reduced 63.55%
11,851 $781,000
Q2 2024

Aug 13, 2024

BUY
$67.92 - $74.17 $1.34 Million - $1.46 Million
19,721 Added 154.18%
32,512 $2.35 Million
Q1 2024

May 15, 2024

SELL
$61.04 - $67.42 $913,036 - $1.01 Million
-14,958 Reduced 53.9%
12,791 $857,000
Q4 2023

Feb 12, 2024

SELL
$62.04 - $68.55 $40,450 - $44,694
-652 Reduced 2.3%
27,749 $1.83 Million
Q3 2023

Oct 11, 2023

BUY
$58.53 - $65.82 $724,250 - $814,456
12,374 Added 77.21%
28,401 $1.83 Million
Q2 2023

Aug 14, 2023

BUY
$56.0 - $62.07 $316,624 - $350,943
5,654 Added 54.51%
16,027 $967,000
Q1 2023

May 11, 2023

SELL
$53.95 - $62.58 $227,399 - $263,774
-4,215 Reduced 28.89%
10,373 $596,000
Q4 2022

Feb 13, 2023

SELL
$50.18 - $58.47 $209,953 - $244,638
-4,184 Reduced 22.29%
14,588 $830,000
Q3 2022

Nov 07, 2022

BUY
$22.42 - $55.66 $189,247 - $469,826
8,441 Added 81.71%
18,772 $934,000
Q2 2022

Aug 02, 2022

BUY
$24.75 - $30.77 $118,651 - $147,511
4,794 Added 86.58%
10,331 $540,000
Q1 2022

May 03, 2022

BUY
$22.42 - $27.83 $124,139 - $154,094
5,537 New
5,537 $304,000

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 $233B
  • 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
Track This Portfolio

Track Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.