SHELL PLC

Ticker: SHEL CUSIP: 780259305 Class: SPON ADS

Circle Wealth Management, LLC's Holding History (CIK: 0001578242)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,212 Value ($000) $383 Avg Close — Range —
Q3 2025
Shares 6,502 Value ($000) $465 Avg Close — Range —
Q2 2025
Shares 9,155 Value ($000) $645 Avg Close — Range —
Q1 2025
Shares 9,953 Value ($000) $729 Avg Close — Range —
Q4 2024
Shares 9,316 Value ($000) $584 Avg Close — Range —
Q3 2024
Shares 9,695 Value ($000) $639 Avg Close — Range —
Q2 2024
Shares 9,695 Value ($000) $700 Avg Close — Range —
Q1 2024
Shares 9,695 Value ($000) $650 Avg Close — Range —
Q4 2023
Shares 9,695 Value ($000) $638 Avg Close — Range —
Q3 2023
Shares 10,310 Value ($000) $664 Avg Close — Range —
Q2 2023
Shares 8,063 Value ($000) $487 Avg Close — Range —
Q1 2023
Shares 5,676 Value ($000) $327 Avg Close — Range —
Q4 2022
Shares 3,733 Value ($000) $213 Avg Close — Range —