IWA
Icon Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $195K | Sell |
5,762
-575
| -9% | -$19.4K | 0.01% | 372 |
|
|
2025
Q1 | $265K | Buy |
6,337
+1,369
| +28% | +$57.2K | 0.02% | 301 |
|
|
2024
Q4 | $190K | Sell |
4,968
-1,280
| -20% | -$49.1K | 0.02% | 375 |
|
|
2024
Q3 | $262K | Buy |
+6,248
| New | +$262K | 0.02% | 311 |
|
|
2024
Q2 | – | Sell |
-5,982
| Closed | -$328K | – | 491 |
|
|
2024
Q1 | $328K | Sell |
5,982
-135
| -2% | -$7.4K | 0.03% | 266 |
|
|
2023
Q4 | $318K | Buy |
+6,117
| New | +$318K | 0.03% | 258 |
|
|
2022
Q4 | $452K | Sell |
8,457
-7,411
| -47% | -$396K | 0.05% | 201 |
|
|
2022
Q3 | $570K | Buy |
+15,868
| New | +$570K | 0.07% | 174 |
|