Cresset Asset Management’s Shell SHEL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Sell
2025
Q1
$4.49M Buy
2024
Q4
$2.31M Sell
2024
Q3
$24.2M Buy
2024
Q2
$25.9M Buy
2024
Q1
$23.3M Buy
2023
Q4
$22.1M Buy
2023
Q3
$21.1M Buy
2023
Q2
$17.7M Buy
2022
Q4
Sell
2022
Q3
$531K Buy
2022
Q2
$309K Sell
2022
Q1
$425K Buy