A detailed history of Venturi Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Venturi Wealth Management, LLC holds 1,575 shares of SHEL stock, worth $96,642. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,575
Previous 1,535 2.61%
Holding current value
$96,642
Previous $110,000 6.36%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2024

BUY
$65.65 - $73.28 $2,626 - $2,931
40 Added 2.61%
1,575 $103,000
Q2 2024

Jul 19, 2024

BUY
$67.92 - $74.17 $4,211 - $4,598
62 Added 4.21%
1,535 $110,000
Q1 2024

Apr 23, 2024

SELL
$61.04 - $67.42 $3,113 - $3,438
-51 Reduced 3.35%
1,473 $98,000
Q4 2023

Jan 23, 2024

BUY
$62.04 - $68.55 $14,269 - $15,766
230 Added 17.77%
1,524 $100,000
Q3 2023

Nov 02, 2023

BUY
$58.53 - $65.82 $75,737 - $85,171
1,294 New
1,294 $83,000
Q1 2023

May 02, 2023

BUY
$53.95 - $62.58 $30,265 - $35,107
561 New
561 $32,000

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 $218B
  • 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 Venturi Wealth Management, LLC Portfolio

Follow Venturi Wealth Management, 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 Venturi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Venturi Wealth Management, LLC with notifications on news.