Forza 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 | $282K | Buy |
8,357
+1,983
| +31% | +$67K | 0.12% | 163 |
|
2025
Q1 | $266K | Buy |
6,374
+350
| +6% | +$14.6K | 0.12% | 159 |
|
2024
Q4 | $231K | Buy |
6,024
+223
| +4% | +$8.55K | 0.11% | 168 |
|
2024
Q3 | $243K | Buy |
+5,801
| New | +$243K | 0.11% | 164 |
|
2024
Q2 | – | Sell |
-3,776
| Closed | -$207K | – | 175 |
|
2024
Q1 | $207K | Buy |
+3,776
| New | +$207K | 0.11% | 164 |
|
2023
Q4 | – | Sell |
-3,776
| Closed | -$220K | – | 184 |
|
2023
Q3 | $220K | Buy |
+3,776
| New | +$220K | 0.11% | 170 |
|
2023
Q1 | – | Sell |
-3,776
| Closed | -$202K | – | 179 |
|
2022
Q4 | $202K | Buy |
+3,776
| New | +$202K | 0.13% | 139 |
|