Congress Wealth Management’s SLB Ltd SLB Stock Holding History

Congress Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.64M	Buy	48,482 +14,892	+44%	+$517K	0.02%	592
2025 Q1	$1.4M	Buy	33,590 +6,190	+23%	+$254K	0.02%	560
2024 Q4	$1.05M	Sell	27,400 -15,429	-36%	-$648K	0.01%	512
2024 Q3	$1.8M	Buy	42,829 +11,994	+39%	+$534K	0.02%	439
2024 Q2	$1.45M	Buy	30,835 +19,350	+168%	+$934K	0.02%	389
2024 Q1	$629K	Sell	11,485 -655	-5%	-$33K	0.01%	428
2023 Q4	$632K	Buy	12,140 +1,146	+10%	+$62.3K	0.01%	437
2023 Q3	$641K	Buy	10,994 +1,135	+12%	+$65.8K	0.01%	423
2023 Q2	$484K	Buy	9,859 +7	+0.1%	+$334	0.01%	418
2023 Q1	$484K	Buy	9,852 +84	+0.9%	+$4.46K	0.01%	421
2022 Q4	$522K	Buy	9,768 +82	+0.8%	+$4.08K	0.01%	399
2022 Q3	$348K	Hold	9,686	–	–	0.01%	449
2022 Q2	$347K	Sell	9,686 -25,000	-72%	-$1.04M	0.01%	454
2022 Q1	$1.43M	Sell	34,686 -22,416	-39%	-$879K	0.03%	316
2021 Q4	$1.71M	Buy	+57,102	New	+$1.8M	0.03%	320

Other funds holding SLB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return