Compass Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-775
| Closed | -$32.4K | – | 361 |
|
|
2025
Q1 | $32.4K | Hold |
775
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $29.7K | Hold |
775
| – | – | 0.01% | 296 |
|
|
2024
Q3 | $32.5K | Hold |
775
| – | – | 0.01% | 292 |
|
|
2024
Q2 | $36.6K | Hold |
775
| – | – | 0.01% | 283 |
|
|
2024
Q1 | $42.5K | Sell |
775
-375
| -33% | -$20.6K | 0.01% | 262 |
|
|
2023
Q4 | $59.8K | Sell |
1,150
-4,125
| -78% | -$215K | 0.02% | 232 |
|
|
2023
Q3 | $308K | Hold |
5,275
| – | – | 0.1% | 126 |
|
|
2023
Q2 | $259K | Hold |
5,275
| – | – | 0.08% | 141 |
|
|
2023
Q1 | $259K | Hold |
5,275
| – | – | 0.08% | 142 |
|
|
2022
Q4 | $282K | Buy |
+5,275
| New | +$282K | 0.09% | 135 |
|