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ACG Wealth

SEC CIK
0001569071
Latest filing
Nov 3, 2022

SHEL holding history

Shell plc in every 13F filed by ACG Wealth, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SHEL overviewAll 13F holders of SHELFull Q3 2022 holdings

Shares (Q3 2022)
71,193
Value
$3.54M
% of portfolio
0.8%
Quarters held
3
Since Q1 2022
Holdings of SHEL by ACG Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202271,193$3.54M0.8%+711+1.0%AddedHolders
Q2 202270,482$3.69M0.8%+1,497+2.2%AddedHolders
Q1 202268,985$3.79M0.7%+68,985NewHolders