Crestwood Advisors Group’s Shell SHEL Stock Holding History

Crestwood Advisors Group’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$939K	Sell
2025 Q1	$1.06M	Buy
2024 Q4	$712K	Buy
2024 Q3	$647K	Buy
2024 Q2	$405K	Sell
2024 Q1	$384K	Buy
2023 Q4	$366K	Buy
2023 Q3	$356K	Buy