Summit Financial Wealth Advisors, LLC Shell PLC Transaction History

Summit Financial Wealth Advisors, LLC

$505 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 11, 2021	SELL	$21.82 - $36.65 $256,821 - $431,370	-11,770 Closed	0 $0
Q3 2020 Nov 09, 2020	SELL	$24.22 - $31.81 $155,952 - $204,824	-6,439 Reduced 35.36%	11,770 $295,000
Q2 2020 Jul 16, 2020	SELL	$28.6 - $37.65 $85,371 - $112,385	-2,985 Reduced 14.08%	18,209 $563,000
Q1 2020 Apr 29, 2020	SELL	$19.58 - $61.98 $1.5 Million - $4.74 Million	-76,432 Reduced 78.29%	21,194 $757,000
Q4 2019 Jan 28, 2020	SELL	$56.44 - $60.86 $200,362 - $216,053	-3,550 Reduced 3.51%	97,626 $5.58 Million
Q3 2019 Nov 05, 2019	BUY	$55.1 - $65.84 $161,553 - $193,042	2,932 Added 2.98%	101,176 $5.9 Million
Q2 2019 Jul 16, 2019	BUY	$62.86 - $66.97 $822,963 - $876,771	13,092 Added 15.37%	98,244 $6.46 Million
Q1 2019 May 01, 2019	BUY	$59.98 - $65.92 $248,497 - $273,106	4,143 Added 5.11%	85,152 $5.55 Million
Q4 2018 Feb 01, 2019	SELL	$56.7 - $71.66 $499,527 - $631,324	-8,810 Reduced 9.81%	81,009 $4.86 Million
Q3 2018 Oct 22, 2018	BUY	$64.27 - $74.73 $638,458 - $742,367	9,934 Added 12.44%	89,819 $6.07 Million
Q2 2018 Jul 06, 2018	SELL	$64.22 - $76.69 $32,110 - $38,345	-500 Reduced 0.62%	79,885 $5.24 Million
Q1 2018 Apr 09, 2018	BUY	$62.94 - $73.51 $1.88 Million - $2.2 Million	29,930 Added 59.32%	80,385 $5.27 Million
Q1 2018 Apr 06, 2018	SELL	$62.94 - $73.51 $1.56 Million - $1.83 Million	-24,837 Reduced 32.99%	50,455 $3.31 Million
Q4 2017 Feb 05, 2018	BUY	$63.48 - $68.29 $593,855 - $638,852	9,355 Added 14.19%	75,292 $5.14 Million
Q3 2017 Nov 06, 2017	BUY	N/A	8,702 Added 15.2%	65,937 $4.12 Million
Q2 2017 Aug 14, 2017	BUY	N/A	57,235	57,235 $3.12 Million

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

23.1K

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

More about RDS-B

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