A detailed history of Bergan Kdv Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 544 shares of SHEL stock, worth $35,615. This represents 0.0% of its overall portfolio holdings.

Number of Shares
544
Previous 687 20.82%
Holding current value
$35,615
Previous $39,000 17.95%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$56.0 - $62.07 $8,008 - $8,876
-143 Reduced 20.82%
544 $32,000
Q1 2023

Apr 27, 2023

BUY
$53.95 - $62.58 $7,714 - $8,948
143 Added 26.29%
687 $39,000
Q1 2022

May 09, 2022

BUY
$22.42 - $27.83 $12,196 - $15,139
544 New
544 $30,000

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 $233B
  • 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
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