Crestwood Advisors Group’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $665K | Buy |
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|
2025
Q4 | $478K | Buy |
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|
2025
Q3 | $460K | Sell |
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|
2025
Q2 | $939K | Sell |
|
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|
2025
Q1 | $1.06M | Buy |
|
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|
2024
Q4 | $712K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $384K | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $356K | Buy |
|