Wealthcare Advisory Partners LLC Shell PLC Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$36.26 - $44.09 $191,416 - $232,751	-5,279 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$36.61 - $41.42 $33,900 - $38,354	926 Added 21.27%	5,279 $213,000
Q1 2021 Apr 30, 2021	BUY	$34.63 - $43.02 $150,744 - $187,266	4,353 New	4,353 $171,000
Q2 2020 Jul 29, 2020	SELL	$28.36 - $36.98 $5,331 - $6,952	-188 Closed	0 $0
Q1 2020 Apr 29, 2020	SELL	$20.14 - $55.75 $14,098 - $39,025	-700 Reduced 78.83%	188 $7,000
Q4 2019 Jan 29, 2020	SELL	$50.81 - $54.48 $101,569 - $108,905	-1,999 Reduced 69.24%	888 $52,000
Q3 2019 Oct 17, 2019	SELL	$49.47 - $57.87 $26,466 - $30,960	-535 Reduced 15.63%	2,887 $170,000
Q2 2019 Jul 30, 2019	BUY	$54.29 - $58.43 $122,152 - $131,467	2,250 Added 191.98%	3,422 $223,000
Q1 2019 May 13, 2019	SELL	$50.37 - $56.25 $30,222 - $33,750	-600 Reduced 33.86%	1,172 $73,000
Q4 2018 Feb 14, 2019	BUY	$47.66 - $58.81 $39,319 - $48,518	825 Added 87.12%	1,772 $103,000
Q3 2018 Nov 14, 2018	BUY	$52.67 - $59.49 $5,951 - $6,722	113 Added 13.55%	947 $65,000
Q2 2018 Aug 14, 2018	BUY	$51.52 - $61.45 $9,531 - $11,368	185 Added 28.51%	834 $58,000
Q1 2018 May 15, 2018	BUY	$50.86 - $57.98 $23,853 - $27,192	469 Added 260.56%	649 $41,000
Q4 2017 Feb 14, 2018	BUY	$49.91 - $54.16 $5,789 - $6,282	116 Added 181.25%	180 $12,000
Q3 2017 Nov 15, 2017	BUY	N/A	64	64 $4,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

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