GeoWealth Management’s Schlumberger SLB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$217K Buy
6,414
+2,909
+83% +$98.3K 0.01% 637
2025
Q1
$147K Sell
3,505
-5,496
-61% -$230K 0.01% 728
2024
Q4
$345K Buy
9,001
+4,641
+106% +$178K 0.01% 580
2024
Q3
$183K Sell
4,360
-1,089
-20% -$45.7K 0.01% 743
2024
Q2
$257K Buy
5,449
+469
+9% +$22.1K 0.01% 619
2024
Q1
$273K Buy
4,980
+1,027
+26% +$56.3K 0.01% 597
2023
Q4
$206K Buy
3,953
+2,503
+173% +$130K 0.02% 501
2023
Q3
$85K Buy
+1,450
New +$85K 0.01% 350