A detailed history of Trinity Point Wealth, LLC transactions in Shell PLC stock. As of the latest transaction made, Trinity Point Wealth, LLC holds 11,361 shares of SHEL stock, worth $698,019. This represents 0.11% of its overall portfolio holdings.

Number of Shares
11,361
Previous 11,008 3.21%
Holding current value
$698,019
Previous $794,000 5.67%
% of portfolio
0.11%
Previous 0.13%

Shares

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

Nov 07, 2024

BUY
$65.65 - $73.28 $23,174 - $25,867
353 Added 3.21%
11,361 $749,000
Q2 2024

Jul 30, 2024

BUY
$67.92 - $74.17 $6,248 - $6,823
92 Added 0.84%
11,008 $794,000
Q1 2024

May 08, 2024

BUY
$61.04 - $67.42 $52,555 - $58,048
861 Added 8.56%
10,916 $731,000
Q4 2023

Feb 08, 2024

BUY
$62.04 - $68.55 $186 - $205
3 Added 0.03%
10,055 $661,000
Q3 2023

Nov 08, 2023

BUY
$58.53 - $65.82 $5,970 - $6,713
102 Added 1.03%
10,052 $647,000
Q2 2023

Aug 07, 2023

SELL
$56.0 - $62.07 $1,344 - $1,489
-24 Reduced 0.24%
9,950 $600,000
Q1 2023

May 04, 2023

BUY
$53.95 - $62.58 $16,131 - $18,711
299 Added 3.09%
9,974 $573,000
Q4 2022

Feb 07, 2023

BUY
$50.18 - $58.47 $6,121 - $7,133
122 Added 1.28%
9,675 $550,000
Q3 2022

Nov 09, 2022

BUY
$22.42 - $55.66 $214,178 - $531,719
9,553 New
9,553 $475,000

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 $219B
  • 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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