Wealth Plan Partners, LLC Shell PLC Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 01, 2022	SELL	$41.59 - $49.44 $195,514 - $232,417	-4,701 Closed	0 $0
Q3 2021 Dec 09, 2021	SELL	$36.26 - $44.09 $6,816 - $8,288	-188 Reduced 3.85%	4,701 $207,000
Q2 2021 Aug 19, 2021	BUY	$36.61 - $41.42 $178,986 - $202,502	4,889 New	4,889 $205,000
Q1 2020 May 15, 2020	SELL	$20.14 - $55.75 $122,310 - $338,569	-6,073 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$50.81 - $54.48 $71,946 - $77,143	-1,416 Reduced 18.91%	6,073 $320,000
Q3 2019 Nov 15, 2019	SELL	$49.47 - $57.87 $34,975 - $40,914	-707 Reduced 8.63%	7,489 $452,000
Q2 2019 Aug 19, 2019	SELL	$54.29 - $58.43 $41,368 - $44,523	-762 Reduced 8.51%	8,196 $473,000
Q1 2019 May 16, 2019	SELL	$50.37 - $56.25 $2,014 - $2,250	-40 Reduced 0.44%	8,958 $581,000
Q4 2018 Feb 20, 2019	SELL	$47.66 - $58.81 $85,740 - $105,799	-1,799 Reduced 16.66%	8,998 $563,000
Q3 2018 Nov 21, 2018	SELL	$52.67 - $59.49 $148,266 - $167,464	-2,815 Reduced 20.68%	10,797 $647,000
Q2 2018 Aug 16, 2018	BUY	$51.52 - $61.45 $55,641 - $66,366	1,080 Added 8.62%	13,612 $943,000
Q1 2018 May 16, 2018	BUY	$50.86 - $57.98 $637,377 - $726,605	12,532 New	12,532 $799,000

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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