EWM
Evermay Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
714
+200
| +39% | +$6.8K | ﹤0.01% | 379 |
|
|
2025
Q1 | $21.6K | Buy |
514
+500
| +3,571% | +$21K | ﹤0.01% | 382 |
|
|
2024
Q4 | $537 | Hold |
14
| – | – | ﹤0.01% | 537 |
|
|
2024
Q3 | $588 | Hold |
14
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $661 | Hold |
14
| – | – | ﹤0.01% | 573 |
|
|
2024
Q1 | $768 | Sell |
14
-13
| -48% | -$713 | ﹤0.01% | 571 |
|
|
2023
Q4 | $1.41K | Buy |
27
+13
| +93% | +$677 | ﹤0.01% | 537 |
|
|
2023
Q3 | $817 | Buy |
+14
| New | +$817 | ﹤0.01% | 534 |
|
|
2021
Q3 | – | Sell |
-1,452
| Closed | -$46K | – | 520 |
|
|
2021
Q2 | $46K | Buy |
+1,452
| New | +$46K | 0.01% | 297 |
|
|
2018
Q1 | – | Sell |
-3,224
| Closed | -$217K | – | 147 |
|
|
2017
Q4 | $217K | Buy |
+3,224
| New | +$217K | 0.08% | 129 |
|
|
2014
Q3 | – | Sell |
-450
| Closed | -$225K | – | 82 |
|
|
2014
Q2 | $225K | Buy |
+450
| New | +$225K | 0.19% | 74 |
|