A detailed history of Epg Wealth Management LLC transactions in Shell PLC stock. As of the latest transaction made, Epg Wealth Management LLC holds 12,496 shares of SHEL stock, worth $818,113. This represents 0.21% of its overall portfolio holdings.

Number of Shares
12,496
Previous 0 Infinity%
Holding current value
$818,113
Previous $0 Infinity%
% of portfolio
0.21%
Previous 100.0%

Shares

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

Nov 13, 2024

BUY
$65.65 - $73.28 $820,362 - $915,706
12,496 New
12,496 $824 Million
Q2 2024

Aug 13, 2024

SELL
$67.92 - $74.17 $895,661 - $978,079
-13,187 Closed
0 $0
Q1 2024

May 14, 2024

BUY
$61.04 - $67.42 $2,746 - $3,033
45 Added 0.34%
13,187 $884,000
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $815,329 - $900,884
13,142 New
13,142 $864,000
Q3 2022

Nov 15, 2022

BUY
$22.42 - $55.66 $425 - $1,057
19 Added 0.45%
4,243 $211,000
Q2 2022

Aug 15, 2022

BUY
$24.75 - $30.77 $445 - $553
18 Added 0.43%
4,224 $221,000
Q1 2022

May 10, 2022

BUY
$22.42 - $27.83 $94,298 - $117,052
4,206 New
4,206 $231,000

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
Track This Portfolio

Track Epg Wealth Management LLC Portfolio

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

News

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