CHJWM
Carlton Hofferkamp & Jenks Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
7,802
-616
| -7% | -$21K | 0.1% | 123 |
|
|
2025
Q1 | $287K | Sell |
8,418
-130
| -2% | -$4.44K | 0.12% | 112 |
|
|
2024
Q4 | $349K | Sell |
8,548
-475
| -5% | -$19.4K | 0.13% | 107 |
|
|
2024
Q3 | $364K | Sell |
9,023
-615
| -6% | -$24.8K | 0.14% | 105 |
|
|
2024
Q2 | $459K | Buy |
9,638
+250
| +3% | +$11.9K | 0.18% | 96 |
|
|
2024
Q1 | $464K | Buy |
9,388
+640
| +7% | +$31.6K | 0.2% | 89 |
|
|
2023
Q4 | $452K | Sell |
8,748
-285
| -3% | -$14.7K | 0.19% | 89 |
|
|
2023
Q3 | $511K | Sell |
9,033
-140
| -2% | -$7.93K | 0.24% | 83 |
|
|
2023
Q2 | $529K | Sell |
9,173
-575
| -6% | -$33.2K | 0.23% | 86 |
|
|
2023
Q1 | $447K | Sell |
9,748
-350
| -3% | -$16.1K | 0.2% | 92 |
|
|
2022
Q4 | $575K | Hold |
10,098
| – | – | 0.25% | 88 |
|
|
2022
Q3 | $509K | Hold |
10,098
| – | – | 0.24% | 90 |
|
|
2022
Q2 | $347K | Sell |
10,098
-234
| -2% | -$8.04K | 0.16% | 104 |
|
|
2022
Q1 | $440K | Sell |
10,332
-20
| -0.2% | -$852 | 0.18% | 98 |
|
|
2021
Q4 | $402K | Hold |
10,352
| – | – | 0.17% | 101 |
|
|
2021
Q3 | $355K | Buy |
10,352
+167
| +2% | +$5.73K | 0.14% | 108 |
|
|
2021
Q2 | $284K | Buy |
10,185
+200
| +2% | +$5.58K | 0.12% | 118 |
|
|
2021
Q1 | $261K | Buy |
+9,985
| New | +$261K | 0.12% | 114 |
|
|
2020
Q3 | – | Sell |
-10,035
| Closed | -$195K | – | 115 |
|
|
2020
Q2 | $195K | Sell |
10,035
-800
| -7% | -$15.5K | 0.11% | 102 |
|
|
2020
Q1 | $197K | Buy |
10,835
+1,450
| +15% | +$26.4K | 0.12% | 98 |
|
|
2019
Q4 | $319K | Sell |
9,385
-2,070
| -18% | -$70.4K | 0.18% | 88 |
|
|
2019
Q3 | $356K | Sell |
11,455
-120
| -1% | -$3.73K | 0.22% | 79 |
|
|
2019
Q2 | $447K | Buy |
11,575
+4,135
| +56% | +$160K | 0.27% | 74 |
|
|
2019
Q1 | $324K | Buy |
7,440
+119
| +2% | +$5.18K | 0.2% | 76 |
|
|
2018
Q4 | $437K | Sell |
7,321
-1,295
| -15% | -$77.3K | 0.31% | 66 |
|
|
2018
Q3 | $524K | Buy |
8,616
+301
| +4% | +$18.3K | 0.32% | 67 |
|
|
2018
Q2 | $549K | Sell |
8,315
-100
| -1% | -$6.6K | 0.35% | 65 |
|
|
2018
Q1 | $531K | Sell |
8,415
-29
| -0.3% | -$1.83K | 0.36% | 65 |
|
|
2017
Q4 | $569K | Sell |
8,444
-5,979
| -41% | -$403K | 0.36% | 65 |
|
|
2017
Q3 | $1.01M | Sell |
14,423
-176
| -1% | -$12.3K | 0.64% | 47 |
|
|
2017
Q2 | $961K | Buy |
14,599
+401
| +3% | +$26.4K | 0.65% | 42 |
|
|
2017
Q1 | $1.11M | Buy |
14,198
+2,945
| +26% | +$230K | 0.77% | 36 |
|
|
2016
Q4 | $944K | Sell |
11,253
-235
| -2% | -$19.7K | 0.69% | 36 |
|
|
2016
Q3 | $903K | Buy |
11,488
+751
| +7% | +$59K | 0.71% | 35 |
|
|
2016
Q2 | $849K | Sell |
10,737
-900
| -8% | -$71.2K | 0.67% | 37 |
|
|
2016
Q1 | $858K | Buy |
11,637
+1,200
| +11% | +$88.5K | 0.7% | 42 |
|
|
2015
Q4 | $722K | Sell |
10,437
-281
| -3% | -$19.4K | 0.62% | 45 |
|
|
2015
Q3 | $739K | Buy |
10,718
+781
| +8% | +$53.9K | 0.72% | 40 |
|
|
2015
Q2 | $837K | Buy |
9,937
+572
| +6% | +$48.2K | 0.78% | 41 |
|
|
2015
Q1 | $781K | Buy |
9,365
+1,323
| +16% | +$110K | 0.78% | 37 |
|
|
2014
Q4 | $686K | Buy |
+8,042
| New | +$686K | 0.6% | 37 |
|
|
2013
Q3 | – | Sell |
-20,916
| Closed | -$1.5M | – | 65 |
|
|
2013
Q2 | $1.5M | Buy |
+20,916
| New | +$1.5M | 2.4% | 14 |
|