Caldwell Trust’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.57K | Hold |
50
| – | – | ﹤0.01% | 746 |
|
|
2025
Q4 | $1.92K | Sell |
50
-50
| -50% | -$1.81K | ﹤0.01% | 730 |
|
|
2025
Q3 | $3.44K | Hold |
100
| – | – | ﹤0.01% | 703 |
|
|
2025
Q2 | $3.38K | Hold |
100
| – | – | ﹤0.01% | 704 |
|
|
2025
Q1 | $4.18K | Sell |
100
-208
| -68% | -$8.52K | ﹤0.01% | 697 |
|
|
2024
Q4 | $11.8K | Sell |
308
-2,350
| -88% | -$98.7K | ﹤0.01% | 592 |
|
|
2024
Q3 | $112K | Buy |
2,658
+2,279
| +601% | +$101K | 0.01% | 369 |
|
|
2024
Q2 | $17.9K | Buy |
379
+227
| +149% | +$11K | ﹤0.01% | 559 |
|
|
2024
Q1 | $8.33K | Buy |
152
+7
| +5% | +$353 | ﹤0.01% | 632 |
|
|
2023
Q4 | $7.55K | Hold |
145
| – | – | ﹤0.01% | 627 |
|
|
2023
Q3 | $8.45K | Hold |
145
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $7.12K | Hold |
145
| – | – | ﹤0.01% | 648 |
|
|
2023
Q1 | $7.12K | Hold |
145
| – | – | ﹤0.01% | 645 |
|
|
2022
Q4 | $7.75K | Hold |
145
| – | – | ﹤0.01% | 634 |
|
|
2022
Q3 | $5.21K | Sell |
145
-112
| -44% | -$4.06K | ﹤0.01% | 652 |
|
|
2022
Q2 | $9.19K | Hold |
257
| – | – | ﹤0.01% | 633 |
|
|
2022
Q1 | $10.6K | Hold |
257
| – | – | ﹤0.01% | 636 |
|
|
2021
Q4 | $7.7K | Sell |
257
-295
| -53% | -$9.29K | ﹤0.01% | 651 |
|
|
2021
Q3 | $16.4K | Buy |
552
+220
| +66% | +$6.3K | ﹤0.01% | 585 |
|
|
2021
Q2 | $10.6K | Sell |
332
-18
| -5% | -$553 | ﹤0.01% | 639 |
|
|
2021
Q1 | $9.52K | Hold |
350
| – | – | ﹤0.01% | 636 |
|
|
2020
Q4 | $7.64K | Hold |
350
| – | – | ﹤0.01% | 640 |
|
|
2020
Q3 | $5.45K | Sell |
350
-400
| -53% | -$7.44K | ﹤0.01% | 659 |
|
|
2020
Q2 | $13.8K | Sell |
750
-1,689
| -69% | -$29.6K | ﹤0.01% | 589 |
|
|
2020
Q1 | $32.9K | Sell |
2,439
-550
| -18% | -$15.9K | 0.01% | 468 |
|
|
2019
Q4 | $120K | Buy |
+2,989
| New | +$107K | 0.02% | 338 |
|
Other funds holding SLB
VCM
VPM
