A detailed history of Baron Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Baron Wealth Management LLC holds 8,210 shares of SHEL stock, worth $508,855. This represents 0.26% of its overall portfolio holdings.

Number of Shares
8,210
Previous 8,146 0.79%
Holding current value
$508,855
Previous $588 Million 7.91%
% of portfolio
0.26%
Previous 0.3%

Shares

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

Nov 07, 2024

BUY
$65.65 - $73.28 $4,201 - $4,689
64 Added 0.79%
8,210 $541 Million
Q2 2024

Aug 13, 2024

BUY
$67.92 - $74.17 $108,875 - $118,894
1,603 Added 24.5%
8,146 $588 Million
Q4 2023

Jan 04, 2024

BUY
$62.04 - $68.55 $19,108 - $21,113
308 Added 4.94%
6,543 $431 Million
Q3 2023

Nov 01, 2023

BUY
$58.53 - $65.82 $40,619 - $45,679
694 Added 12.52%
6,235 $401 Million
Q2 2023

Aug 08, 2023

BUY
$56.0 - $62.07 $5,936 - $6,579
106 Added 1.95%
5,541 $335 Million
Q1 2023

May 10, 2023

BUY
$53.95 - $62.58 $5,341 - $6,195
99 Added 1.86%
5,435 $313,000
Q4 2022

Jun 06, 2023

SELL
$50.18 - $58.47 $4,967 - $5,788
-99 Reduced 1.82%
5,336 $304 Million
Q4 2022

Apr 04, 2023

BUY
$50.18 - $58.47 $267,760 - $311,995
5,336 New
5,336 $303,000

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 $221B
  • 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 Baron Wealth Management LLC Portfolio

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

News

Stay updated on Baron Wealth Management LLC with notifications on news.