A detailed history of Williams Jones Wealth Management, Llc. transactions in Shell PLC stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 8,392 shares of SHEL stock, worth $508,890. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,392
Previous 8,392 -0.0%
Holding current value
$508,890
Previous $605,000 8.6%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 14, 2023

SELL
$58.53 - $65.82 $40,912 - $46,008
-699 Reduced 7.69%
8,392 $540,000
Q2 2023

Aug 14, 2023

SELL
$56.0 - $62.07 $5,040 - $5,586
-90 Reduced 0.98%
9,091 $548,000
Q1 2023

May 15, 2023

SELL
$53.95 - $62.58 $10,034 - $11,639
-186 Reduced 1.99%
9,181 $528,000
Q4 2022

Feb 14, 2023

BUY
$50.18 - $58.47 $9,333 - $10,875
186 Added 2.03%
9,367 $533,000
Q3 2022

Nov 14, 2022

SELL
$22.42 - $55.66 $40,333 - $100,132
-1,799 Reduced 16.38%
9,181 $457,000
Q2 2022

Aug 15, 2022

BUY
$24.75 - $30.77 $271,755 - $337,854
10,980 New
10,980 $574,000

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 $216B
  • 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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.