Kcm Investment Advisors LLC Shell PLC Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$41.59 - $49.44 $194,433 - $231,132	-4,675 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$36.26 - $44.09 $11,240 - $13,667	-310 Reduced 6.22%	4,675 $208,000
Q2 2021 Aug 12, 2021	BUY	$36.61 - $41.42 $182,500 - $206,478	4,985 New	4,985 $201,000
Q3 2020 Nov 16, 2020	SELL	$23.93 - $31.98 $194,072 - $259,357	-8,110 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	$28.36 - $36.98 $19,199 - $25,035	-677 Reduced 7.7%	8,110 $265,000

Q1 2020 Apr 27, 2020	SELL	$20.14 - $55.75 $12,426 - $34,397	-617 Reduced 6.56%	8,787 $307,000
Q4 2019 Feb 18, 2020	SELL	$50.81 - $54.48 $27,996 - $30,018	-551 Reduced 5.53%	9,404 $555,000
Q3 2019 Nov 15, 2019	SELL	$49.47 - $57.87 $22,706 - $26,562	-459 Reduced 4.41%	9,955 $586,000
Q2 2019 Aug 14, 2019	BUY	$54.29 - $58.43 $24,376 - $26,235	449 Added 4.51%	10,414 $678,000
Q1 2019 May 16, 2019	SELL	$50.37 - $56.25 $6,044 - $6,750	-120 Reduced 1.19%	9,965 $624,000
Q4 2018 Feb 12, 2019	SELL	$47.66 - $58.81 $34,219 - $42,225	-718 Reduced 6.65%	10,085 $588,000
Q3 2018 Nov 07, 2018	SELL	$52.67 - $59.49 $2,475 - $2,796	-47 Reduced 0.43%	10,803 $0
Q2 2018 Aug 10, 2018	SELL	$51.52 - $61.45 $18,650 - $22,244	-362 Reduced 3.23%	10,850 $751,000
Q1 2018 May 09, 2018	BUY	$50.86 - $57.98 $36,263 - $41,339	713 Added 6.79%	11,212 $715,000
Q4 2017 Feb 22, 2018	BUY	$49.91 - $54.16 $92,034 - $99,871	1,844 Added 21.31%	10,499 $700,000
Q3 2017 Nov 13, 2017	BUY	N/A	8,655	8,655 $524,000

Others Institutions Holding RDS-A

# of Institutions

3

Shares Held

25.4K

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

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