A detailed history of Perigon Wealth Management, LLC transactions in Shell PLC stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 30,643 shares of SHEL stock, worth $2.01 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,643
Previous 31,401 2.41%
Holding current value
$2.01 Million
Previous $2.27 Million 10.86%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 16, 2024

SELL
$65.65 - $73.28 $49,762 - $55,546
-758 Reduced 2.41%
30,643 $2.02 Million
Q2 2024

Aug 02, 2024

BUY
$67.92 - $74.17 $75,662 - $82,625
1,114 Added 3.68%
31,401 $2.27 Million
Q1 2024

Apr 29, 2024

BUY
$61.04 - $67.42 $182,021 - $201,046
2,982 Added 10.92%
30,287 $2.03 Million
Q4 2023

Jan 29, 2024

SELL
$62.04 - $68.55 $13,586 - $15,012
-219 Reduced 0.8%
27,305 $1.8 Million
Q3 2023

Oct 30, 2023

SELL
$58.53 - $65.82 $4,975 - $5,594
-85 Reduced 0.31%
27,524 $1.77 Million
Q2 2023

Aug 02, 2023

BUY
$56.0 - $62.07 $76,776 - $85,097
1,371 Added 5.23%
27,609 $1.67 Million
Q1 2023

May 03, 2023

BUY
$53.95 - $62.58 $41,595 - $48,249
771 Added 3.03%
26,238 $1.51 Million
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $169,257 - $197,219
3,373 Added 15.27%
25,467 $1.45 Million
Q3 2022

Dec 13, 2022

SELL
$22.42 - $55.66 $4,999 - $12,412
-223 Reduced 1.0%
22,094 $1.1 Million
Q2 2022

Aug 11, 2022

BUY
$24.75 - $30.77 $202,801 - $252,129
8,194 Added 58.02%
22,317 $1.17 Million
Q1 2022

May 16, 2022

BUY
$22.42 - $27.83 $316,637 - $393,043
14,123 New
14,123 $776,000
Q3 2011

Nov 14, 2022

SELL
N/A
-223
22,094 $1.1 Million

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 Perigon Wealth Management, LLC Portfolio

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

News

Stay updated on Perigon Wealth Management, LLC with notifications on news.