BCWM
Bartlett & Co Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Buy |
9,781
+1,207
| +14% | +$41.1K | ﹤0.01% | 380 |
|
|
2025
Q1 | $361K | Sell |
8,574
-396
| -4% | -$16.7K | 0.01% | 370 |
|
|
2024
Q4 | $346K | Sell |
8,970
-638
| -7% | -$24.6K | 0.01% | 375 |
|
|
2024
Q3 | $406K | Sell |
9,608
-793
| -8% | -$33.5K | 0.01% | 354 |
|
|
2024
Q2 | $494K | Sell |
10,401
-167
| -2% | -$7.93K | 0.01% | 329 |
|
|
2024
Q1 | $582K | Sell |
10,568
-234
| -2% | -$12.9K | 0.01% | 308 |
|
|
2023
Q4 | $567K | Sell |
10,802
-329
| -3% | -$17.3K | 0.01% | 333 |
|
|
2023
Q3 | $652K | Buy |
11,131
+729
| +7% | +$42.7K | 0.01% | 304 |
|
|
2023
Q2 | $514K | Buy |
10,402
+4,104
| +65% | +$203K | 0.01% | 342 |
|
|
2023
Q1 | $311K | Hold |
6,298
| – | – | 0.01% | 339 |
|
|
2022
Q4 | $338K | Buy |
6,298
+100
| +2% | +$5.36K | 0.01% | 328 |
|
|
2022
Q3 | $224K | Sell |
6,198
-212
| -3% | -$7.65K | ﹤0.01% | 358 |
|
|
2022
Q2 | $230K | Hold |
6,410
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $266K | Buy |
+6,410
| New | +$266K | ﹤0.01% | 357 |
|
|
2021
Q4 | – | Sell |
-6,410
| Closed | -$191K | – | 799 |
|
|
2021
Q3 | $191K | Sell |
6,410
-475
| -7% | -$14.1K | ﹤0.01% | 340 |
|
|
2021
Q2 | $221K | Buy |
6,885
+379
| +6% | +$12.2K | ﹤0.01% | 323 |
|
|
2021
Q1 | $178K | Hold |
6,506
| – | – | ﹤0.01% | 338 |
|
|
2020
Q4 | $143K | Sell |
6,506
-833
| -11% | -$18.3K | ﹤0.01% | 360 |
|
|
2020
Q3 | $115K | Buy |
7,339
+710
| +11% | +$11.1K | ﹤0.01% | 369 |
|
|
2020
Q2 | $123K | Sell |
6,629
-7,833
| -54% | -$145K | ﹤0.01% | 362 |
|
|
2020
Q1 | $204K | Sell |
14,462
-19,361
| -57% | -$273K | 0.01% | 293 |
|
|
2019
Q4 | $1.38M | Sell |
33,823
-20,128
| -37% | -$823K | 0.03% | 191 |
|
|
2019
Q3 | $1.87M | Buy |
53,951
+25,065
| +87% | +$871K | 0.05% | 174 |
|
|
2019
Q2 | $1.19M | Sell |
28,886
-136,586
| -83% | -$5.63M | 0.04% | 156 |
|
|
2019
Q1 | $7.29M | Buy |
165,472
+34,977
| +27% | +$1.54M | 0.28% | 75 |
|
|
2018
Q4 | $4.82M | Sell |
130,495
-169,082
| -56% | -$6.25M | 0.21% | 86 |
|
|
2018
Q3 | $18.4M | Sell |
299,577
-7,916
| -3% | -$486K | 0.69% | 51 |
|
|
2018
Q2 | $20.8M | Sell |
307,493
-16,306
| -5% | -$1.1M | 0.84% | 45 |
|
|
2018
Q1 | $21.1M | Buy |
+323,799
| New | +$21.1M | 0.87% | 47 |
|