A detailed history of Pfg Private Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Pfg Private Wealth Management, LLC holds 2,433 shares of SHEL stock, worth $163,156. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,433
Previous 2,971 18.11%
Holding current value
$163,156
Previous $199,000 12.06%
% of portfolio
0.11%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024

SELL
$67.92 - $74.17 $36,540 - $39,903
-538 Reduced 18.11%
2,433 $175,000
Q1 2024

Apr 23, 2024

BUY
$61.04 - $67.42 $2,624 - $2,899
43 Added 1.47%
2,971 $199,000
Q4 2023

Jan 22, 2024

BUY
$62.04 - $68.55 $166,143 - $183,576
2,678 Added 1071.2%
2,928 $192,000
Q1 2023

May 01, 2023

SELL
$53.95 - $62.58 $755 - $876
-14 Reduced 5.3%
250 $14,000
Q4 2022

Jan 18, 2023

BUY
$50.18 - $58.47 $702 - $818
14 Added 5.6%
264 $15,000
Q1 2022

Apr 25, 2022

BUY
$22.42 - $27.83 $5,605 - $6,957
250 New
250 $14,000

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 $239B
  • 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 Pfg Private Wealth Management, LLC Portfolio

Follow Pfg Private Wealth Management, LLC 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 Pfg Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pfg Private Wealth Management, LLC with notifications on news.