Axxcess Wealth Management’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$830K Buy
24,555
+5,058
+26% +$171K 0.02% 473
2025
Q1
$815K Sell
19,497
-10,650
-35% -$445K 0.02% 441
2024
Q4
$1.16M Sell
30,147
-395
-1% -$15.1K 0.03% 378
2024
Q3
$1.28M Sell
30,542
-338
-1% -$14.2K 0.03% 338
2024
Q2
$1.46M Sell
30,880
-4,890
-14% -$231K 0.04% 307
2024
Q1
$1.96M Buy
35,770
+3,344
+10% +$183K 0.05% 253
2023
Q4
$1.69M Buy
32,426
+21,833
+206% +$1.14M 0.05% 269
2023
Q3
$618K Buy
+10,593
New +$618K 0.02% 420
2023
Q1
Sell
-4,095
Closed -$219K 680
2022
Q4
$219K Buy
+4,095
New +$219K 0.02% 528
2022
Q2
Sell
-11,988
Closed -$495K 644
2022
Q1
$495K Buy
11,988
+4,743
+65% +$196K 0.04% 358
2021
Q4
$217K Buy
+7,245
New +$217K 0.02% 564