A detailed history of Atria Wealth Solutions, Inc. transactions in Shell PLC stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 37,439 shares of SHEL stock, worth $2.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
37,439
Previous 38,609 3.03%
Holding current value
$2.3 Million
Previous $2.79 Million 11.38%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 08, 2024

SELL
$65.65 - $73.28 $76,810 - $85,737
-1,170 Reduced 3.03%
37,439 $2.47 Million
Q2 2024

Jul 22, 2024

SELL
$67.92 - $74.17 $1.08 Million - $1.18 Million
-15,905 Reduced 29.18%
38,609 $2.79 Million
Q1 2024

May 13, 2024

BUY
$61.04 - $67.42 $42,605 - $47,059
698 Added 1.3%
54,514 $3.65 Million
Q4 2023

Feb 02, 2024

SELL
$62.04 - $68.55 $63,342 - $69,989
-1,021 Reduced 1.86%
53,816 $3.54 Million
Q3 2023

Nov 08, 2023

SELL
$58.53 - $65.82 $34,649 - $38,965
-592 Reduced 1.07%
54,837 $3.53 Million
Q2 2023

Aug 03, 2023

BUY
$56.0 - $62.07 $254,856 - $282,480
4,551 Added 8.94%
55,429 $3.35 Million
Q1 2023

Aug 22, 2023

SELL
$53.95 - $62.58 $266,782 - $309,458
-4,945 Reduced 8.92%
50,484 $2.9 Million
Q1 2023

Jun 14, 2023

BUY
$53.95 - $62.58 $21,256 - $24,656
394 Added 0.78%
50,878 $2.93 Million
Q1 2023

May 10, 2023

SELL
$53.95 - $62.58 $31,560 - $36,609
-585 Reduced 1.15%
50,484 $2.9 Million
Q4 2022

Aug 30, 2023

SELL
$50.18 - $58.47 $228,369 - $266,096
-4,551 Reduced 8.21%
50,878 $2.9 Million
Q4 2022

Feb 13, 2023

BUY
$50.18 - $58.47 $100,610 - $117,232
2,005 Added 4.09%
51,069 $2.91 Million
Q3 2022

Feb 13, 2023

SELL
$22.42 - $55.66 $186,377 - $462,701
-8,313 Reduced 14.49%
49,064 $2.36 Million
Q3 2022

Nov 14, 2022

BUY
$22.42 - $55.66 $1.2 Million - $2.97 Million
53,312 Added 1311.49%
57,377 $2.88 Million
Q2 2022

Aug 15, 2022

SELL
$24.75 - $30.77 $305,118 - $379,332
-12,328 Reduced 75.2%
4,065 $213,000
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $367,531 - $456,217
16,393 New
16,393 $901,000

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
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.