EWM
Evercore Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
11,803
-2,308
| -16% | -$78K | 0.01% | 307 |
|
|
2025
Q1 | $590K | Buy |
14,111
+45
| +0.3% | +$1.88K | 0.01% | 257 |
|
|
2024
Q4 | $539K | Buy |
14,066
+2,520
| +22% | +$96.6K | 0.01% | 266 |
|
|
2024
Q3 | $484K | Buy |
11,546
+2,136
| +23% | +$89.6K | 0.01% | 283 |
|
|
2024
Q2 | $444K | Hold |
9,410
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $516K | Sell |
9,410
-1,646
| -15% | -$90.2K | 0.01% | 280 |
|
|
2023
Q4 | $575K | Buy |
11,056
+60
| +0.5% | +$3.12K | 0.01% | 265 |
|
|
2023
Q3 | $641K | Sell |
10,996
-240
| -2% | -$14K | 0.01% | 243 |
|
|
2023
Q2 | $552K | Buy |
11,236
+1,435
| +15% | +$70.5K | 0.01% | 271 |
|
|
2023
Q1 | $481K | Sell |
9,801
-4,206
| -30% | -$207K | 0.01% | 279 |
|
|
2022
Q4 | $749K | Buy |
14,007
+4
| +0% | +$214 | 0.02% | 236 |
|
|
2022
Q3 | $502K | Hold |
14,003
| – | – | 0.01% | 255 |
|
|
2022
Q2 | $500K | Hold |
14,003
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $579K | Sell |
14,003
-3,294
| -19% | -$136K | 0.01% | 265 |
|
|
2021
Q4 | $518K | Buy |
17,297
+1,919
| +12% | +$57.5K | 0.01% | 280 |
|
|
2021
Q3 | $456K | Sell |
15,378
-3,313
| -18% | -$98.2K | 0.01% | 301 |
|
|
2021
Q2 | $598K | Sell |
18,691
-439
| -2% | -$14K | 0.01% | 274 |
|
|
2021
Q1 | $520K | Sell |
19,130
-1,887
| -9% | -$51.3K | 0.01% | 286 |
|
|
2020
Q4 | $459K | Sell |
21,017
-8,469
| -29% | -$185K | 0.01% | 300 |
|
|
2020
Q3 | $459K | Sell |
29,486
-7,395
| -20% | -$115K | 0.01% | 274 |
|
|
2020
Q2 | $679K | Sell |
36,881
-2,669
| -7% | -$49.1K | 0.02% | 232 |
|
|
2020
Q1 | $534K | Sell |
39,550
-32,728
| -45% | -$442K | 0.02% | 234 |
|
|
2019
Q4 | $2.91M | Sell |
72,278
-13,516
| -16% | -$543K | 0.08% | 126 |
|
|
2019
Q3 | $2.93M | Sell |
85,794
-8,245
| -9% | -$282K | 0.09% | 126 |
|
|
2019
Q2 | $3.74M | Sell |
94,039
-167,429
| -64% | -$6.65M | 0.11% | 104 |
|
|
2019
Q1 | $11.4M | Buy |
261,468
+22,428
| +9% | +$977K | 0.37% | 56 |
|
|
2018
Q4 | $8.62M | Sell |
239,040
-144,192
| -38% | -$5.2M | 0.33% | 61 |
|
|
2018
Q3 | $23.3M | Sell |
383,232
-2,558
| -0.7% | -$156K | 0.75% | 43 |
|
|
2018
Q2 | $25.9M | Buy |
385,790
+25,574
| +7% | +$1.71M | 0.88% | 41 |
|
|
2018
Q1 | $23.3M | Buy |
360,216
+34,780
| +11% | +$2.25M | 0.89% | 39 |
|
|
2017
Q4 | $21.9M | Sell |
325,436
-119,753
| -27% | -$8.07M | 0.82% | 39 |
|
|
2017
Q3 | $31.1M | Sell |
445,189
-21,469
| -5% | -$1.5M | 1.21% | 32 |
|
|
2017
Q2 | $30.7M | Sell |
466,658
-21,799
| -4% | -$1.44M | 1.19% | 34 |
|
|
2017
Q1 | $38.1M | Buy |
488,457
+6,137
| +1% | +$479K | 1.49% | 24 |
|
|
2016
Q4 | $40.5M | Sell |
482,320
-4,574
| -0.9% | -$384K | 1.68% | 19 |
|
|
2016
Q3 | $38.3M | Buy |
486,894
+9,745
| +2% | +$766K | 1.58% | 20 |
|
|
2016
Q2 | $37.7M | Buy |
477,149
+16,224
| +4% | +$1.28M | 1.66% | 18 |
|
|
2016
Q1 | $34M | Buy |
460,925
+53,331
| +13% | +$3.93M | 1.5% | 22 |
|
|
2015
Q4 | $28.4M | Sell |
407,594
-4,738
| -1% | -$330K | 1.32% | 28 |
|
|
2015
Q3 | $28.5M | Buy |
412,332
+15,908
| +4% | +$1.1M | 1.36% | 24 |
|
|
2015
Q2 | $34.2M | Buy |
396,424
+11,246
| +3% | +$969K | 1.54% | 16 |
|
|
2015
Q1 | $32.1M | Buy |
385,178
+12,208
| +3% | +$1.02M | 1.48% | 17 |
|
|
2014
Q4 | $31.9M | Buy |
372,970
+18,393
| +5% | +$1.57M | 1.59% | 18 |
|
|
2014
Q3 | $36.1M | Buy |
354,577
+15,381
| +5% | +$1.56M | 1.81% | 5 |
|
|
2014
Q2 | $40M | Buy |
339,196
+22,307
| +7% | +$2.63M | 2.06% | 3 |
|
|
2014
Q1 | $30.9M | Buy |
316,889
+968
| +0.3% | +$94.5K | 1.73% | 7 |
|
|
2013
Q4 | $28.5M | Buy |
315,921
+2,700
| +0.9% | +$243K | 1.57% | 9 |
|
|
2013
Q3 | $27.7M | Sell |
313,221
-14,776
| -5% | -$1.31M | 1.59% | 7 |
|
|
2013
Q2 | $23.5M | Buy |
+327,997
| New | +$23.5M | 1.33% | 16 |
|