A detailed history of First Foundation Advisors transactions in Shell PLC stock. As of the latest transaction made, First Foundation Advisors holds 6,869 shares of SHEL stock, worth $458,711. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,869
Previous 7,246 5.2%
Holding current value
$458,711
Previous $485,000 2.06%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 06, 2024

SELL
$67.92 - $74.17 $25,605 - $27,962
-377 Reduced 5.2%
6,869 $495,000
Q1 2024

May 09, 2024

SELL
$61.04 - $67.42 $43,277 - $47,800
-709 Reduced 8.91%
7,246 $485,000
Q4 2023

Feb 14, 2024

BUY
$62.04 - $68.55 $62,536 - $69,098
1,008 Added 14.51%
7,955 $523,000
Q3 2023

Nov 15, 2023

BUY
$58.53 - $65.82 $12,115 - $13,624
207 Added 3.07%
6,947 $447,000
Q2 2023

Aug 14, 2023

BUY
$56.0 - $62.07 $7,616 - $8,441
136 Added 2.06%
6,740 $406,000
Q1 2023

May 12, 2023

BUY
$53.95 - $62.58 $38,790 - $44,995
719 Added 12.22%
6,604 $379,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $69,398 - $80,864
1,383 Added 30.72%
5,885 $335,000
Q3 2022

Nov 10, 2022

BUY
$22.42 - $55.66 $100,934 - $250,581
4,502 New
4,502 $224,000

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 $238B
  • 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 First Foundation Advisors Portfolio

Follow First Foundation Advisors 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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.