Bergan Kdv Wealth Management, LLC Shell PLC Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$44.64 - $55.71 $24,284 - $30,306	-544 Closed	0 $0
Q4 2020 Feb 04, 2021	SELL	$21.96 - $36.93 $7,993 - $13,442	-364 Reduced 40.09%	544 $19,000
Q3 2020 Nov 05, 2020	BUY	$23.93 - $31.98 $95 - $127	4 Added 0.44%	908 $23,000
Q2 2020 Aug 13, 2020	BUY	$28.36 - $36.98 $56 - $73	2 Added 0.22%	904 $30,000
Q1 2020 Apr 24, 2020	SELL	$20.14 - $55.75 $4,249 - $11,763	-211 Reduced 18.96%	902 $31,000
Q4 2019 Feb 10, 2020	BUY	$50.81 - $54.48 $39,072 - $41,895	769 Added 223.55%	1,113 $66,000
Q3 2019 Nov 08, 2019	SELL	$49.47 - $57.87 $989 - $1,157	-20 Reduced 5.49%	344 $20,000
Q2 2019 Aug 12, 2019	SELL	$54.29 - $58.43 $25,570 - $27,520	-471 Reduced 56.41%	364 $24,000
Q1 2019 May 09, 2019	BUY	$50.37 - $56.25 $201 - $225	4 Added 0.48%	835 $52,000
Q4 2018 Feb 01, 2019	BUY	$47.66 - $58.81 $190 - $235	4 Added 0.48%	831 $48,000
Q3 2018 Nov 09, 2018	BUY	$52.67 - $59.49 $210 - $237	4 Added 0.49%	827 $56,000
Q2 2018 Jul 23, 2018	BUY	$51.52 - $61.45 $42,400 - $50,573	823 New	823 $57,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

15.3K

Call Options Held

0

Put Options Held

0

About Shell plc

Ticker RDS-A
Sector Energy
Industry Oil & Gas Integrated
Shares Outstandng 3,828,869,888
Market Cap $196B

More about RDS-A

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