BWM
BigSur Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
23,300
-31,120
| -57% | -$1.06M | 0.2% | 93 |
|
|
2025
Q1 | $2.29M | Buy |
54,420
+9,500
| +21% | +$399K | 0.62% | 43 |
|
|
2024
Q4 | $1.72M | Buy |
+44,920
| New | +$1.72M | 0.49% | 56 |
|
|
2019
Q3 | – | Sell |
-14,300
| Closed | -$569K | – | 105 |
|
|
2019
Q2 | $569K | Buy |
14,300
+3,000
| +27% | +$119K | 0.4% | 53 |
|
|
2019
Q1 | $498K | Hold |
11,300
| – | – | 0.33% | 63 |
|
|
2018
Q4 | $413K | Hold |
11,300
| – | – | 0.29% | 66 |
|
|
2018
Q3 | $693K | Buy |
11,300
+5,000
| +79% | +$307K | 0.43% | 43 |
|
|
2018
Q2 | $425K | Buy |
6,300
+1,000
| +19% | +$67.5K | 0.31% | 59 |
|
|
2018
Q1 | $345K | Buy |
5,300
+2,300
| +77% | +$150K | 0.25% | 76 |
|
|
2017
Q4 | $204K | Hold |
3,000
| – | – | 0.2% | 92 |
|
|
2017
Q3 | $211K | Hold |
3,000
| – | – | 0.21% | 88 |
|
|
2017
Q2 | $200K | Hold |
3,000
| – | – | 0.2% | 84 |
|
|
2017
Q1 | $217K | Hold |
3,000
| – | – | 0.23% | 80 |
|
|
2016
Q4 | $253K | Buy |
+3,000
| New | +$253K | 0.34% | 65 |
|