Cresset Asset Management’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Sell |
22,892
-38,438
| -63% | -$2.71M | 0.01% | 613 |
|
|
2025
Q1 | $4.49M | Buy |
61,330
+24,472
| +66% | +$1.79M | 0.02% | 359 |
|
|
2024
Q4 | $2.31M | Sell |
36,858
-330,240
| -90% | -$20.7M | 0.01% | 498 |
|
|
2024
Q3 | $24.2M | Buy |
367,098
+8,306
| +2% | +$548K | 0.09% | 144 |
|
|
2024
Q2 | $25.9M | Buy |
358,792
+10,656
| +3% | +$769K | 0.11% | 123 |
|
|
2024
Q1 | $23.3M | Buy |
348,136
+11,534
| +3% | +$773K | 0.11% | 118 |
|
|
2023
Q4 | $22.1M | Buy |
336,602
+9,047
| +3% | +$595K | 0.13% | 112 |
|
|
2023
Q3 | $21.1M | Buy |
327,555
+34,954
| +12% | +$2.25M | 0.08% | 104 |
|
|
2023
Q2 | $17.7M | Buy |
+292,601
| New | +$17.7M | 0.02% | 113 |
|
|
2022
Q4 | – | Sell |
-10,670
| Closed | -$531K | – | 863 |
|
|
2022
Q3 | $531K | Buy |
10,670
+4,760
| +81% | +$237K | 0.01% | 494 |
|
|
2022
Q2 | $309K | Sell |
5,910
-1,826
| -24% | -$95.5K | ﹤0.01% | 706 |
|
|
2022
Q1 | $425K | Buy |
+7,736
| New | +$425K | ﹤0.01% | 656 |
|