A detailed history of Sugarloaf Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 1,728 shares of SHEL stock, worth $106,030. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,728
Previous 1,726 0.12%
Holding current value
$106,030
Previous $124,000 8.87%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 08, 2024

BUY
$65.65 - $73.28 $131 - $146
2 Added 0.12%
1,728 $113,000
Q2 2024

Jul 08, 2024

BUY
$67.92 - $74.17 $95,223 - $103,986
1,402 Added 432.72%
1,726 $124,000
Q1 2024

Apr 23, 2024

BUY
$61.04 - $67.42 $122 - $134
2 Added 0.62%
324 $21,000
Q4 2023

Jan 10, 2024

SELL
$62.04 - $68.55 $86,669 - $95,764
-1,397 Reduced 81.27%
322 $21,000
Q3 2023

Nov 13, 2023

BUY
$58.53 - $65.82 $117 - $131
2 Added 0.12%
1,719 $110,000
Q2 2023

Jul 13, 2023

BUY
$56.0 - $62.07 $112 - $124
2 Added 0.12%
1,717 $103,000
Q1 2023

Apr 26, 2023

BUY
$53.95 - $62.58 $107 - $125
2 Added 0.12%
1,715 $98,000
Q4 2022

Feb 03, 2023

SELL
$50.18 - $58.47 $4,967 - $5,788
-99 Reduced 5.46%
1,713 $97,000
Q3 2022

Oct 11, 2022

BUY
$22.42 - $55.66 $2,286 - $5,677
102 Added 5.96%
1,812 $91,000
Q2 2022

Jul 12, 2022

BUY
$24.75 - $30.77 $42,322 - $52,616
1,710 New
1,710 $89,000

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 $218B
  • 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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