SHELL PLC

Ticker: SHEL CUSIP: 780259305 Class: SPON ADS

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

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

Q4 2025
Shares 32,462 Value ($000) $2,385 Avg Close — Range —
Q3 2025
Shares 39,854 Value ($000) $2,851 Avg Close — Range —
Q2 2025
Shares 39,041 Value ($000) $2,749 Avg Close — Range —
Q1 2025
Shares 36,183 Value ($000) $2,652 Avg Close — Range —
Q4 2024
Shares 37,063 Value ($000) $2,322 Avg Close — Range —
Q3 2024
Shares 40,854 Value ($000) $2,694 Avg Close — Range —
Q2 2024
Shares 41,563 Value ($000) $3,000 Avg Close — Range —
Q1 2024
Shares 40,011 Value ($000) $2,682 Avg Close — Range —
Q4 2023
Shares 39,334 Value ($000) $2,588 Avg Close — Range —
Q3 2023
Shares 40,158 Value ($000) $2,585 Avg Close — Range —
Q2 2023
Shares 42,315 Value ($000) $2,555 Avg Close — Range —
Q1 2023
Shares 38,680 Value ($000) $2 Avg Close — Range —
Q4 2022
Shares 75,066 Value ($000) $4 Avg Close — Range —
Q3 2022
Shares 76,174 Value ($000) $3,790 Avg Close — Range —
Q2 2022
Shares 74,474 Value ($000) $3,894 Avg Close — Range —
Q1 2022
Shares 16,450 Value ($000) $904 Avg Close — Range —