A detailed history of Personal Cfo Solutions, LLC transactions in Shell PLC stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,038 shares of SHEL stock, worth $403,217. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,038
Previous 5,609 7.65%
Holding current value
$403,217
Previous $376,000 15.69%
% of portfolio
0.07%
Previous 0.06%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$67.92 - $74.17 $29,137 - $31,818
429 Added 7.65%
6,038 $435,000
Q1 2024

May 13, 2024

SELL
$61.04 - $67.42 $15,321 - $16,922
-251 Reduced 4.28%
5,609 $376,000
Q4 2023

Feb 13, 2024

BUY
$62.04 - $68.55 $37,037 - $40,924
597 Added 11.34%
5,860 $385,000
Q3 2023

Nov 13, 2023

BUY
$58.53 - $65.82 $30,260 - $34,028
517 Added 10.89%
5,263 $338,000
Q2 2023

Aug 10, 2023

BUY
$56.0 - $62.07 $3,696 - $4,096
66 Added 1.41%
4,746 $286,000
Q1 2023

May 09, 2023

BUY
$53.95 - $62.58 $9,872 - $11,452
183 Added 4.07%
4,680 $269,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $20,925 - $24,381
417 Added 10.22%
4,497 $256,000
Q3 2022

Nov 01, 2022

SELL
$22.42 - $55.66 $11,882 - $29,499
-530 Reduced 11.5%
4,080 $203,000
Q2 2022

Aug 05, 2022

SELL
$24.75 - $30.77 $12,177 - $15,138
-492 Reduced 9.64%
4,610 $241,000
Q1 2022

May 02, 2022

BUY
$22.42 - $27.83 $114,386 - $141,988
5,102 New
5,102 $280,000

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 $238B
  • 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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.