Congress Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.64M | Buy |
48,482
+14,892
| +44% | +$503K | 0.02% | 592 |
|
|
2025
Q1 | $1.4M | Buy |
33,590
+6,190
| +23% | +$259K | 0.02% | 560 |
|
|
2024
Q4 | $1.05M | Sell |
27,400
-15,429
| -36% | -$592K | 0.01% | 512 |
|
|
2024
Q3 | $1.8M | Buy |
42,829
+11,994
| +39% | +$503K | 0.02% | 439 |
|
|
2024
Q2 | $1.45M | Buy |
30,835
+19,350
| +168% | +$913K | 0.02% | 389 |
|
|
2024
Q1 | $629K | Sell |
11,485
-655
| -5% | -$35.9K | 0.01% | 428 |
|
|
2023
Q4 | $632K | Buy |
12,140
+1,146
| +10% | +$59.6K | 0.01% | 437 |
|
|
2023
Q3 | $641K | Buy |
10,994
+1,135
| +12% | +$66.2K | 0.01% | 423 |
|
|
2023
Q2 | $484K | Buy |
9,859
+7
| +0.1% | +$344 | 0.01% | 418 |
|
|
2023
Q1 | $484K | Buy |
9,852
+84
| +0.9% | +$4.13K | 0.01% | 421 |
|
|
2022
Q4 | $522K | Buy |
9,768
+82
| +0.8% | +$4.38K | 0.01% | 399 |
|
|
2022
Q3 | $348K | Hold |
9,686
| – | – | 0.01% | 449 |
|
|
2022
Q2 | $347K | Sell |
9,686
-25,000
| -72% | -$896K | 0.01% | 454 |
|
|
2022
Q1 | $1.43M | Sell |
34,686
-22,416
| -39% | -$926K | 0.03% | 316 |
|
|
2021
Q4 | $1.71M | Buy |
+57,102
| New | +$1.71M | 0.03% | 318 |
|