Atria Wealth Solutions’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$213K Sell
6,298
-27,245
-81% -$923K ﹤0.01% 1359
2025
Q1
$1.41M Sell
33,543
-11,287
-25% -$475K 0.02% 749
2024
Q4
$1.72M Buy
44,830
+13,134
+41% +$504K 0.02% 696
2024
Q3
$1.33M Sell
31,696
-4,675
-13% -$196K 0.01% 808
2024
Q2
$1.72M Sell
36,371
-2,303
-6% -$109K 0.02% 681
2024
Q1
$2.13M Sell
38,674
-108
-0.3% -$5.94K 0.02% 618
2023
Q4
$2.02M Buy
38,782
+4,368
+13% +$227K 0.03% 597
2023
Q3
$2.01M Buy
34,414
+206
+0.6% +$12K 0.03% 555
2023
Q2
$1.68M Sell
34,208
-5,072
-13% -$249K 0.02% 624
2023
Q1
$1.94M Sell
39,280
-14,360
-27% -$708K 0.03% 548
2022
Q4
$2.87M Buy
53,640
+3,649
+7% +$195K 0.05% 396
2022
Q3
$1.8M Buy
+49,991
New +$1.8M 0.03% 520
2022
Q2
Sell
-22,142
Closed -$916K 1833
2022
Q1
$916K Buy
+22,142
New +$916K 0.02% 773