A detailed history of Marks Group Wealth Management, Inc transactions in Shell PLC stock. As of the latest transaction made, Marks Group Wealth Management, Inc holds 12,415 shares of SHEL stock, worth $799,774. This represents 0.08% of its overall portfolio holdings.

Number of Shares
12,415
Previous 12,158 2.11%
Holding current value
$799,774
Previous $877,000 6.73%
% of portfolio
0.08%
Previous 0.1%

Shares

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

Oct 30, 2024

BUY
$65.65 - $73.28 $16,872 - $18,832
257 Added 2.11%
12,415 $818,000
Q2 2024

Aug 14, 2024

BUY
$67.92 - $74.17 $162,804 - $177,785
2,397 Added 24.56%
12,158 $877,000
Q1 2024

Apr 29, 2024

SELL
$61.04 - $67.42 $157,971 - $174,482
-2,588 Reduced 20.96%
9,761 $654,000
Q4 2023

Feb 01, 2024

SELL
$62.04 - $68.55 $84,312 - $93,159
-1,359 Reduced 9.91%
12,349 $812,000
Q3 2023

Oct 30, 2023

BUY
$58.53 - $65.82 $163,532 - $183,901
2,794 Added 25.6%
13,708 $882,000
Q2 2023

Jul 19, 2023

SELL
$56.0 - $62.07 $12,040 - $13,345
-215 Reduced 1.93%
10,914 $658,000
Q1 2023

May 03, 2023

SELL
$53.95 - $62.58 $19,637 - $22,779
-364 Reduced 3.17%
11,129 $640,000
Q4 2022

Feb 06, 2023

SELL
$50.18 - $58.47 $40,746 - $47,477
-812 Reduced 6.6%
11,493 $654,000
Q3 2022

Nov 10, 2022

BUY
$22.42 - $55.66 $34,751 - $86,273
1,550 Added 14.41%
12,305 $612,000
Q2 2022

Aug 09, 2022

BUY
$24.75 - $30.77 $37,941 - $47,170
1,533 Added 16.62%
10,755 $562,000
Q1 2022

May 10, 2022

BUY
$22.42 - $27.83 $206,757 - $256,648
9,222 New
9,222 $507,000

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 $229B
  • 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 Marks Group Wealth Management, Inc Portfolio

Follow Marks Group Wealth Management, 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 Marks Group Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Marks Group Wealth Management, Inc with notifications on news.