Heritage Wealth Advisors’s SLB Ltd SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $75.5K | Buy |
1,470
+78
| +6% | +$3.79K | ﹤0.01% | 279 |
|
|
2025
Q4 | $53.4K | Hold |
1,392
| – | – | ﹤0.01% | 315 |
|
|
2025
Q3 | $47.8K | Sell |
1,392
-55
| -4% | -$1.91K | ﹤0.01% | 302 |
|
|
2025
Q2 | $48.9K | Hold |
1,447
| – | – | ﹤0.01% | 297 |
|
|
2025
Q1 | $60.5K | Sell |
1,447
-81
| -5% | -$3.32K | ﹤0.01% | 286 |
|
|
2024
Q4 | $58.6K | Sell |
1,528
-176
| -10% | -$7.39K | ﹤0.01% | 298 |
|
|
2024
Q3 | $71.5K | Buy |
1,704
+112
| +7% | +$4.99K | ﹤0.01% | 296 |
|
|
2024
Q2 | $75.1K | Hold |
1,592
| – | – | ﹤0.01% | 274 |
|
|
2024
Q1 | $87.3K | Hold |
1,592
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $82.8K | Hold |
1,592
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $92.8K | Hold |
1,592
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $78.2K | Hold |
1,592
| – | – | ﹤0.01% | 279 |
|
|
2023
Q1 | $78.2K | Hold |
1,592
| – | – | ﹤0.01% | 276 |
|
|
2022
Q4 | $85.1K | Hold |
1,592
| – | – | ﹤0.01% | 274 |
|
|
2022
Q3 | $57.2K | Buy |
1,592
+200
| +14% | +$7.25K | ﹤0.01% | 288 |
|
|
2022
Q2 | $50K | Buy |
+1,392
| New | +$58.1K | ﹤0.01% | 330 |
|
|
2021
Q3 | – | Sell |
-10
| Closed | -$320 | – | 568 |
|
|
2021
Q2 | $320 | Sell |
10
-500
| -98% | -$15.4K | ﹤0.01% | 552 |
|
|
2021
Q1 | $13.9K | Hold |
510
| – | – | ﹤0.01% | 449 |
|
|
2020
Q4 | $11K | Buy |
+510
| New | +$9.62K | ﹤0.01% | 448 |
|
|
2019
Q2 | – | Sell |
-2,000
| Closed | -$87.1K | – | 483 |
|
|
2019
Q1 | $87.1K | Sell |
2,000
-12,275
| -86% | -$531K | 0.01% | 186 |
|
|
2018
Q4 | $515K | Sell |
14,275
-7,627
| -35% | -$376K | 0.1% | 74 |
|
|
2018
Q3 | $1.33M | Buy |
21,902
+2,299
| +12% | +$148K | 0.26% | 45 |
|
|
2018
Q2 | $1.31M | Buy |
19,603
+1,670
| +9% | +$115K | 0.49% | 43 |
|
|
2018
Q1 | $1.16M | Buy |
17,933
+887
| +5% | +$62K | 0.48% | 41 |
|
|
2017
Q4 | $1.15M | Sell |
17,046
-487
| -3% | -$31.6K | 0.49% | 44 |
|
|
2017
Q3 | $1.22M | Buy |
17,533
+932
| +6% | +$61.6K | 0.61% | 40 |
|
|
2017
Q2 | $1.09M | Buy |
16,601
+717
| +5% | +$51.4K | 0.56% | 41 |
|
|
2017
Q1 | $1.24M | Buy |
15,884
+1,272
| +9% | +$104K | 0.67% | 34 |
|
|
2016
Q4 | $1.23M | Buy |
14,612
+1,629
| +13% | +$134K | 0.8% | 25 |
|
|
2016
Q3 | $1.02M | Buy |
12,983
+982
| +8% | +$77.9K | 0.71% | 23 |
|
|
2016
Q2 | $951K | Buy |
12,001
+3,593
| +43% | +$275K | 0.64% | 24 |
|
|
2016
Q1 | $620K | Buy |
8,408
+874
| +12% | +$61.5K | 0.49% | 30 |
|
|
2015
Q4 | $523K | Buy |
7,534
+1,403
| +23% | +$105K | 0.44% | 33 |
|
|
2015
Q3 | $421K | Buy |
6,131
+400
| +7% | +$31.7K | 0.36% | 39 |
|
|
2015
Q2 | $495K | Buy |
5,731
+50
| +0.9% | +$4.51K | 0.41% | 44 |
|
|
2015
Q1 | $477K | Buy |
5,681
+470
| +9% | +$39.1K | 0.39% | 51 |
|
|
2014
Q4 | $446K | Buy |
5,211
+1,325
| +34% | +$122K | 0.4% | 54 |
|
|
2014
Q3 | $395K | Buy |
3,886
+158
| +4% | +$17.2K | 0.41% | 48 |
|
|
2014
Q2 | $439K | Buy |
3,728
+1,000
| +37% | +$103K | 0.47% | 41 |
|
|
2014
Q1 | $267K | Sell |
2,728
-100
| -4% | -$9.05K | 0.31% | 56 |
|
|
2013
Q4 | $254K | Buy |
+2,828
| New | +$255K | 0.32% | 55 |
|
Other funds holding SLB
VCM
VPM
