A detailed history of Wealthspire Advisors, LLC transactions in Shell PLC stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 14,314 shares of SHEL stock, worth $879,452. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,314
Previous 16,441 12.94%
Holding current value
$879,452
Previous $1.19 Million 20.4%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Nov 13, 2024

SELL
$65.65 - $73.28 $139,637 - $155,866
-2,127 Reduced 12.94%
14,314 $944,000
Q2 2024

Aug 08, 2024

BUY
$67.92 - $74.17 $3,192 - $3,485
47 Added 0.29%
16,441 $1.19 Million
Q1 2024

May 06, 2024

BUY
$61.04 - $67.42 $2,563 - $2,831
42 Added 0.26%
16,394 $1.1 Million
Q4 2023

Feb 06, 2024

SELL
$62.04 - $68.55 $10,857 - $11,996
-175 Reduced 1.06%
16,352 $1.08 Million
Q3 2023

Nov 06, 2023

BUY
$58.53 - $65.82 $102,427 - $115,184
1,750 Added 11.84%
16,527 $1.06 Million
Q2 2023

Jul 31, 2023

BUY
$56.0 - $62.07 $58,464 - $64,801
1,044 Added 7.6%
14,777 $892,000
Q1 2023

May 09, 2023

SELL
$53.95 - $62.58 $170,158 - $197,377
-3,154 Reduced 18.68%
13,733 $790,000
Q4 2022

Feb 13, 2023

BUY
$50.18 - $58.47 $306,298 - $356,900
6,104 Added 56.61%
16,887 $961,000
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $56,901 - $141,265
2,538 Added 30.78%
10,783 $537,000
Q2 2022

Aug 09, 2022

BUY
$24.75 - $30.77 $47,396 - $58,924
1,915 Added 30.25%
8,245 $431,000
Q1 2022

May 09, 2022

BUY
$22.42 - $27.83 $141,918 - $176,163
6,330 New
6,330 $348,000

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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