Holistic Financial Partners’s SLB Ltd SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$269K Buy
2025
Q2
$218K Sell
2025
Q1
$279K Buy
2024
Q4
$252K Sell
2024
Q3
$276K Buy
2024
Q2
$307K Buy
2024
Q1
$332K Buy
2023
Q4
$270K Sell
2023
Q3
$345K Sell
2023
Q2
$332K Buy
2023
Q1
$317K Sell
2022
Q4
$345K Buy
2022
Q3
$223K Buy
2018
Q4
Sell
2018
Q3
$247K Buy
2018
Q2
Sell
2018
Q1
$263K Hold
2017
Q4
$273K Buy