Baldwin Wealth Partners’s SLB Ltd SLB Stock Holding History

Baldwin Wealth Partners’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,245	Closed	-$52.3K	–	879
2024 Q3	$52.3K	Buy	1,245 +445	+56%	+$19.8K	﹤0.01%	544
2024 Q2	$37.7K	Hold	800	–	–	﹤0.01%	384
2024 Q1	$43.8K	Hold	800	–	–	﹤0.01%	386
2023 Q4	$41.6K	Hold	800	–	–	﹤0.01%	399
2023 Q3	$46.6K	Hold	800	–	–	﹤0.01%	405
2023 Q2	$39.3K	Hold	800	–	–	﹤0.01%	444
2023 Q1	$39.3K	Hold	800	–	–	﹤0.01%	444
2022 Q4	$42.8K	Hold	800	–	–	﹤0.01%	433
2022 Q3	$29K	Hold	800	–	–	﹤0.01%	405
2022 Q2	$29K	Sell	800 -210	-21%	-$8.76K	﹤0.01%	431
2022 Q1	$42K	Buy	1,010 +210	+26%	+$8.23K	﹤0.01%	397
2021 Q4	$24K	Hold	800	–	–	﹤0.01%	437
2021 Q3	$24K	Hold	800	–	–	﹤0.01%	435
2021 Q2	$26K	Hold	800	–	–	﹤0.01%	442
2021 Q1	$22K	Hold	800	–	–	﹤0.01%	449
2020 Q4	$17K	Sell	800 -238	-23%	-$4.49K	﹤0.01%	416
2020 Q3	$16K	Hold	1,038	–	–	﹤0.01%	406
2020 Q2	$19K	Hold	1,038	–	–	﹤0.01%	395
2020 Q1	$14K	Hold	1,038	–	–	﹤0.01%	405
2019 Q4	$42K	Hold	1,038	–	–	0.01%	340
2019 Q3	$35K	Sell	1,038 -1,000	-49%	-$36.5K	0.01%	350
2019 Q2	$81K	Hold	2,038	–	–	0.01%	263
2019 Q1	$89K	Sell	2,038 -750	-27%	-$32.4K	0.01%	251
2018 Q4	$101K	Sell	2,788 -1,000	-26%	-$49.3K	0.02%	231
2018 Q3	$231K	Sell	3,788 -190	-5%	-$12.2K	0.03%	194
2018 Q2	$267K	Sell	3,978 -185	-4%	-$12.7K	0.04%	171
2018 Q1	$270K	Sell	4,163 -545	-12%	-$38.1K	0.04%	170
2017 Q4	$317K	Sell	4,708 -115	-2%	-$7.45K	0.05%	161
2017 Q3	$336K	Sell	4,823 -85,089	-95%	-$5.63M	0.05%	157
2017 Q2	$5.92M	Sell	89,912 -14,365	-14%	-$1.03M	0.95%	36
2017 Q1	$8.14M	Buy	104,277 +5,410	+5%	+$442K	1.34%	26
2016 Q4	$8.3M	Buy	98,867 +1,280	+1%	+$105K	1.5%	26
2016 Q3	$7.67M	Sell	97,587 -2,920	-3%	-$232K	1.39%	26
2016 Q2	$7.95M	Buy	100,507 +32,316	+47%	+$2.48M	1.64%	23
2016 Q1	$5.03M	Buy	68,191 +29,570	+77%	+$2.08M	0.9%	32
2015 Q4	$2.69M	Sell	38,621 -1,635	-4%	-$122K	0.44%	57
2015 Q3	$2.78M	Buy	40,256 +900	+2%	+$71.3K	0.47%	56
2015 Q2	$3.39M	Sell	39,356 -2,270	-5%	-$205K	0.5%	54
2015 Q1	$3.47M	Sell	41,626 -4,391	-10%	-$366K	0.51%	54
2014 Q4	$3.93M	Sell	46,017 -19,158	-29%	-$1.76M	0.57%	49
2014 Q3	$6.63M	Buy	65,175 +11,860	+22%	+$1.29M	0.94%	36
2014 Q2	$6.29M	Buy	53,315 +13,403	+34%	+$1.38M	0.93%	39
2014 Q1	$3.89M	Sell	39,912 -25	-0.1%	-$2.26K	0.62%	48
2013 Q4	$3.6M	Sell	39,937 -460	-1%	-$41.5K	0.58%	51
2013 Q3	$3.57M	Sell	40,397 -1,208	-3%	-$99.3K	0.65%	48
2013 Q2	$2.98M	Buy	+41,605	New	+$3.08M	0.59%	52

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Baldwin Wealth Partners's SLB Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of SLB Ltd (SLB) in Q4 2024, closing a stake of 1,245 shares — an estimated $52.3K sold.

Baldwin Wealth Partners first reported a position in SLB in Q2 2013 and held it in 46 quarters. The position peaked at $8.3M in Q4 2016. 1,529 funds tracked by Wall St. Rank hold SLB as of Q4 2024.

Baldwin Wealth Partners reported no remaining SLB Ltd position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 1,245 SLB Ltd shares in Q4 2024, an estimated $52.3K.
Baldwin Wealth Partners first reported a position in SLB Ltd in Q2 2013 and held it in 46 quarters.
Baldwin Wealth Partners's SLB Ltd position peaked at $8.3M in Q4 2016.
1,529 funds tracked by Wall St. Rank held SLB Ltd as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.