Crestwood Advisors Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $939K | Sell |
13,341
-1,090
| -8% | -$76.7K | 0.02% | 286 |
|
|
2025
Q1 | $1.06M | Buy |
14,431
+3,062
| +27% | +$224K | 0.02% | 265 |
|
|
2024
Q4 | $712K | Buy |
11,369
+1,556
| +16% | +$97.5K | 0.01% | 268 |
|
|
2024
Q3 | $647K | Buy |
9,813
+4,196
| +75% | +$277K | 0.01% | 264 |
|
|
2024
Q2 | $405K | Sell |
5,617
-113
| -2% | -$8.16K | 0.01% | 308 |
|
|
2024
Q1 | $384K | Buy |
5,730
+167
| +3% | +$11.2K | 0.01% | 313 |
|
|
2023
Q4 | $366K | Buy |
5,563
+33
| +0.6% | +$2.17K | 0.01% | 306 |
|
|
2023
Q3 | $356K | Buy |
+5,530
| New | +$356K | 0.01% | 277 |
|