Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$897K Sell
26,549
-21,986
-45% -$743K ﹤0.01% 1298
2025
Q1
$2.03M Buy
48,535
+16,416
+51% +$686K 0.01% 829
2024
Q4
$1.23M Buy
32,119
+5,591
+21% +$214K 0.01% 972
2024
Q3
$1.11M Buy
26,528
+184
+0.7% +$7.72K ﹤0.01% 965
2024
Q2
$1.24M Sell
26,344
-1,998
-7% -$94.3K 0.01% 796
2024
Q1
$1.55M Buy
28,342
+2,656
+10% +$146K 0.01% 695
2023
Q4
$1.34M Sell
25,686
-5,951
-19% -$310K 0.01% 688
2023
Q3
$1.84M Buy
31,637
+7,598
+32% +$443K 0.01% 559
2023
Q2
$1.18M Buy
24,039
+3,767
+19% +$185K 0.01% 652
2023
Q1
$995K Buy
20,272
+3,664
+22% +$180K 0.01% 669
2022
Q4
$888K Buy
16,608
+1,788
+12% +$95.6K 0.01% 649
2022
Q3
$532K Buy
14,820
+1,466
+11% +$52.6K ﹤0.01% 729
2022
Q2
$478K Sell
13,354
-1,455
-10% -$52.1K ﹤0.01% 746
2022
Q1
$612K Sell
14,809
-972
-6% -$40.2K ﹤0.01% 669
2021
Q4
$473K Buy
+15,781
New +$473K ﹤0.01% 744
2021
Q2
$253K Hold
7,891
﹤0.01% 828
2021
Q1
$253K Hold
7,891
﹤0.01% 828
2020
Q4
$253K Hold
7,891
﹤0.01% 828
2020
Q3
$253K Hold
7,891
﹤0.01% 828
2020
Q2
$253K Hold
7,891
﹤0.01% 828
2020
Q1
$253K Hold
7,891
﹤0.01% 828
2019
Q4
$253K Hold
7,891
﹤0.01% 828
2019
Q3
$253K Hold
7,891
﹤0.01% 828
2019
Q2
$253K Hold
7,891
﹤0.01% 828
2019
Q1
$253K Sell
7,891
-25,870
-77% -$829K ﹤0.01% 828
2018
Q4
$1.22M Sell
33,761
-340,891
-91% -$12.3M 0.03% 346
2018
Q3
$22.8M Sell
374,652
-8,849
-2% -$539K 0.58% 41
2018
Q2
$25.7M Sell
383,501
-24,773
-6% -$1.66M 0.85% 30
2018
Q1
$26.4M Buy
408,274
+121,912
+43% +$7.9M 1.05% 28
2017
Q4
$19.3M Sell
286,362
-24,978
-8% -$1.68M 0.86% 33
2017
Q3
$21.7M Sell
311,340
-9,565
-3% -$667K 1.03% 30
2017
Q2
$21.1M Buy
320,905
+59,566
+23% +$3.92M 1.08% 29
2017
Q1
$20.4M Buy
261,339
+28,119
+12% +$2.2M 1.15% 28
2016
Q4
$19.6M Buy
233,220
+23,173
+11% +$1.95M 1.2% 29
2016
Q3
$16.5M Buy
210,047
+24,560
+13% +$1.93M 1.14% 25
2016
Q2
$14.7M Buy
185,487
+23,920
+15% +$1.89M 1.07% 28
2016
Q1
$11.9M Buy
161,567
+15,010
+10% +$1.11M 1.05% 28
2015
Q4
$10.2M Buy
146,557
+15,419
+12% +$1.08M 1% 35
2015
Q3
$9.05M Buy
131,138
+90,593
+223% +$6.25M 0.91% 40
2015
Q2
$3.5M Buy
40,545
+3,352
+9% +$289K 0.34% 103
2015
Q1
$3.1M Buy
37,193
+6,649
+22% +$555K 0.31% 106
2014
Q4
$2.61M Buy
30,544
+5,065
+20% +$433K 0.32% 116
2014
Q3
$2.59M Buy
25,479
+1,771
+7% +$180K 0.38% 84
2014
Q2
$2.8M Buy
23,708
+4,533
+24% +$535K 0.5% 63
2014
Q1
$1.87M Buy
19,175
+4,154
+28% +$405K 0.25% 70
2013
Q4
$1.35M Buy
15,021
+2,793
+23% +$252K 0.21% 71
2013
Q3
$1.08M Buy
+12,228
New +$1.08M 0.28% 49