York Bridge Wealth Partners, LLC Shell PLC Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 15, 2022	SELL	$44.64 - $51.09 $379,975 - $434,878	-8,512 Closed	0 $0
Q4 2021 Jan 19, 2022	SELL	$41.41 - $49.69 $14,907 - $17,888	-360 Reduced 4.06%	8,512 $369,000
Q3 2021 Oct 22, 2021	BUY	$35.85 - $44.27 $25,345 - $31,298	707 Added 8.66%	8,872 $393,000
Q2 2021 Jul 22, 2021	BUY	$35.75 - $40.34 $1,144 - $1,290	32 Added 0.39%	8,165 $317,000
Q1 2021 Apr 15, 2021	BUY	$33.87 - $42.15 $275,464 - $342,805	8,133 New	8,133 $300,000

Q1 2020 Apr 16, 2020	SELL	$19.58 - $61.98 $83,939 - $265,708	-4,287 Closed	0 $0
Q4 2019 Jan 17, 2020	BUY	$56.44 - $60.86 $4,120 - $4,442	73 Added 1.73%	4,287 $257,000
Q3 2019 Oct 21, 2019	SELL	$55.1 - $65.84 $4,297 - $5,135	-78 Reduced 1.82%	4,214 $252,000
Q2 2019 Jul 18, 2019	SELL	$62.86 - $66.97 $22,755 - $24,243	-362 Reduced 7.78%	4,292 $282,000
Q1 2019 May 09, 2019	SELL	$59.98 - $65.92 $189,056 - $207,779	-3,152 Reduced 40.38%	4,654 $298,000
Q4 2018 Feb 14, 2019	SELL	$56.7 - $71.66 $23,020 - $29,093	-406 Reduced 4.94%	7,806 $468,000
Q3 2018 Nov 14, 2018	SELL	$64.27 - $74.73 $16,581 - $19,280	-258 Reduced 3.05%	8,212 $588,000
Q2 2018 Aug 10, 2018	BUY	$64.22 - $76.69 $111,871 - $133,593	1,742 Added 25.89%	8,470 $615,000
Q1 2018 May 15, 2018	BUY	$62.94 - $73.51 $59,541 - $69,540	946 Added 16.36%	6,728 $470,000
Q4 2017 Feb 12, 2018	BUY	$63.48 - $68.29 $74,462 - $80,104	1,173 Added 25.45%	5,782 $381,000
Q3 2017 Oct 27, 2017	BUY	N/A	40 Added 0.88%	4,609 $288,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,569	4,569 $251,000

Others Institutions Holding RDS-B

# of Institutions

3

Shares Held

24K

Call Options Held

0

Put Options Held

0

About Shell plc

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

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