FMWA
Forvis Mazars Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
5,971
+819
| +16% | +$27.7K | ﹤0.01% | 390 |
|
|
2025
Q1 | $215K | Sell |
5,152
-1,893
| -27% | -$79.1K | 0.01% | 377 |
|
|
2024
Q4 | $270K | Sell |
7,045
-46
| -0.6% | -$1.76K | 0.01% | 383 |
|
|
2024
Q3 | $297K | Sell |
7,091
-96
| -1% | -$4.03K | 0.01% | 383 |
|
|
2024
Q2 | $339K | Sell |
7,187
-292
| -4% | -$13.8K | 0.01% | 339 |
|
|
2024
Q1 | $410K | Sell |
7,479
-717
| -9% | -$39.3K | 0.01% | 314 |
|
|
2023
Q4 | $427K | Sell |
8,196
-585
| -7% | -$30.4K | 0.01% | 297 |
|
|
2023
Q3 | $512K | Sell |
8,781
-561
| -6% | -$32.7K | 0.02% | 271 |
|
|
2023
Q2 | $459K | Buy |
9,342
+133
| +1% | +$6.53K | 0.01% | 302 |
|
|
2023
Q1 | $452K | Sell |
9,209
-766
| -8% | -$37.6K | 0.01% | 278 |
|
|
2022
Q4 | $533K | Buy |
9,975
+203
| +2% | +$10.9K | 0.02% | 256 |
|
|
2022
Q3 | $351K | Buy |
9,772
+152
| +2% | +$5.46K | 0.01% | 299 |
|
|
2022
Q2 | $344K | Buy |
9,620
+679
| +8% | +$24.3K | 0.01% | 297 |
|
|
2022
Q1 | $369K | Sell |
8,941
-206
| -2% | -$8.5K | 0.02% | 214 |
|
|
2021
Q4 | $274K | Buy |
+9,147
| New | +$274K | 0.01% | 242 |
|
|
2021
Q3 | – | Sell |
-6,759
| Closed | -$216K | – | 276 |
|
|
2021
Q2 | $216K | Buy |
+6,759
| New | +$216K | 0.01% | 251 |
|
|
2021
Q1 | – | Sell |
-20,914
| Closed | -$457K | – | 342 |
|
|
2020
Q4 | $457K | Sell |
20,914
-11,390
| -35% | -$249K | 0.02% | 239 |
|
|
2020
Q3 | $503K | Sell |
32,304
-484
| -1% | -$7.54K | 0.03% | 206 |
|
|
2020
Q2 | $603K | Buy |
32,788
+1,959
| +6% | +$36K | 0.04% | 171 |
|
|
2020
Q1 | $416K | Sell |
30,829
-3,218
| -9% | -$43.4K | 0.03% | 191 |
|
|
2019
Q4 | $1.37M | Sell |
34,047
-29,096
| -46% | -$1.17M | 0.1% | 106 |
|
|
2019
Q3 | $2.16M | Buy |
63,143
+4,551
| +8% | +$156K | 0.17% | 76 |
|
|
2019
Q2 | $2.33M | Buy |
58,592
+6,303
| +12% | +$250K | 0.19% | 70 |
|
|
2019
Q1 | $2.28M | Buy |
52,289
+25,671
| +96% | +$1.12M | 0.19% | 70 |
|
|
2018
Q4 | $960K | Sell |
26,618
-23,658
| -47% | -$853K | 0.1% | 95 |
|
|
2018
Q3 | $3.06M | Sell |
50,276
-1,502
| -3% | -$91.5K | 0.27% | 47 |
|
|
2018
Q2 | $3.47M | Buy |
51,778
+4,227
| +9% | +$283K | 0.34% | 41 |
|
|
2018
Q1 | $3.08M | Buy |
47,551
+6,594
| +16% | +$427K | 0.31% | 45 |
|
|
2017
Q4 | $2.76M | Buy |
40,957
+2,028
| +5% | +$137K | 0.28% | 48 |
|
|
2017
Q3 | $2.72M | Buy |
38,929
+4,585
| +13% | +$320K | 0.3% | 46 |
|
|
2017
Q2 | $2.26M | Buy |
34,344
+2,898
| +9% | +$191K | 0.26% | 58 |
|
|
2017
Q1 | $2.46M | Sell |
31,446
-1,044
| -3% | -$81.5K | 0.3% | 47 |
|
|
2016
Q4 | $2.73M | Buy |
32,490
+195
| +0.6% | +$16.4K | 0.36% | 41 |
|
|
2016
Q3 | $2.54M | Buy |
32,295
+552
| +2% | +$43.4K | 0.35% | 42 |
|
|
2016
Q2 | $2.51M | Sell |
31,743
-593
| -2% | -$46.9K | 0.37% | 43 |
|
|
2016
Q1 | $2.39M | Buy |
32,336
+799
| +3% | +$58.9K | 0.38% | 38 |
|
|
2015
Q4 | $2.2M | Sell |
31,537
-818
| -3% | -$57.1K | 0.33% | 38 |
|
|
2015
Q3 | $2.23M | Sell |
32,355
-353
| -1% | -$24.4K | 0.39% | 33 |
|
|
2015
Q2 | $2.82M | Buy |
32,708
+149
| +0.5% | +$12.8K | 0.42% | 31 |
|
|
2015
Q1 | $2.72M | Buy |
32,559
+3,081
| +10% | +$257K | 0.39% | 36 |
|
|
2014
Q4 | $2.52M | Buy |
29,478
+2,429
| +9% | +$207K | 0.41% | 37 |
|
|
2014
Q3 | $2.75M | Sell |
27,049
-128
| -0.5% | -$13K | 0.48% | 31 |
|
|
2014
Q2 | $3.21M | Sell |
27,177
-1,876
| -6% | -$221K | 0.55% | 24 |
|
|
2014
Q1 | $2.84M | Buy |
29,053
+591
| +2% | +$57.8K | 0.5% | 33 |
|
|
2013
Q4 | $2.57M | Sell |
28,462
-1,081
| -4% | -$97.4K | 0.48% | 38 |
|
|
2013
Q3 | $2.61M | Sell |
29,543
-599
| -2% | -$52.9K | 0.54% | 32 |
|
|
2013
Q2 | $2.16M | Buy |
+30,142
| New | +$2.16M | 1.71% | 19 |
|