Edge Wealth Management’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.99M Sell
265,694
-5,825
-2% -$197K 1.73% 25
2025
Q1
$11.3M Buy
271,519
+19,888
+8% +$831K 2.3% 19
2024
Q4
$9.65M Sell
251,631
-14,051
-5% -$539K 1.95% 21
2024
Q3
$11.1M Buy
265,682
+82,840
+45% +$3.48M 2.24% 19
2024
Q2
$8.63M Buy
+182,842
New +$8.63M 1.82% 22
2022
Q1
Sell
-250
Closed -$7K 392
2021
Q4
$7K Hold
250
﹤0.01% 313
2021
Q3
$7K Hold
250
﹤0.01% 329
2021
Q2
$8K Hold
250
﹤0.01% 319
2021
Q1
$7K Hold
250
﹤0.01% 318
2020
Q4
$5K Sell
250
-400
-62% -$8K ﹤0.01% 299
2020
Q3
$10K Sell
650
-500
-43% -$7.69K ﹤0.01% 322
2020
Q2
$21K Sell
1,150
-2,000
-63% -$36.5K ﹤0.01% 356
2020
Q1
$43K Sell
3,150
-357
-10% -$4.87K 0.01% 257
2019
Q4
$140K Sell
3,507
-1,925
-35% -$76.8K 0.03% 166
2019
Q3
$185K Buy
5,432
+931
+21% +$31.7K 0.04% 142
2019
Q2
$178K Buy
4,501
+563
+14% +$22.3K 0.04% 151
2019
Q1
$172K Sell
3,938
-14,340
-78% -$626K 0.04% 142
2018
Q4
$659K Buy
18,278
+14,669
+406% +$529K 0.19% 75
2018
Q3
$220K Sell
3,609
-330
-8% -$20.1K 0.05% 139
2018
Q2
$264K Hold
3,939
0.07% 126
2018
Q1
$255K Buy
3,939
+1,565
+66% +$101K 0.07% 114
2017
Q4
$160K Sell
2,374
-987
-29% -$66.5K 0.05% 142
2017
Q3
$234K Buy
3,361
+2,008
+148% +$140K 0.07% 120
2017
Q2
$89K Hold
1,353
0.03% 181
2017
Q1
$106K Hold
1,353
0.04% 162
2016
Q4
$114K Hold
1,353
0.04% 145
2016
Q3
$106K Hold
1,353
0.05% 140
2016
Q2
$107K Sell
1,353
-36,532
-96% -$2.89M 0.04% 134
2016
Q1
$2.79M Buy
37,885
+37,315
+6,546% +$2.75M 1.27% 26
2015
Q4
$40K Buy
570
+500
+714% +$35.1K 0.02% 204
2015
Q3
$5K Sell
70
-6,190
-99% -$442K ﹤0.01% 349
2015
Q2
$538K Sell
6,260
-7,231
-54% -$621K 0.18% 62
2015
Q1
$1.13M Buy
13,491
+4,405
+48% +$369K 0.38% 48
2014
Q4
$779K Buy
+9,086
New +$779K 0.29% 53
2014
Q2
Sell
-75
Closed -$7K 419
2014
Q1
$7K Buy
75
+25
+50% +$2.33K ﹤0.01% 308
2013
Q4
$5K Hold
50
﹤0.01% 297
2013
Q3
$4K Hold
50
﹤0.01% 280
2013
Q2
$4K Buy
+50
New +$4K ﹤0.01% 270