Integrated Wealth Concepts’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.04M | Sell |
60,502
-1,900
| -3% | -$64.2K | 0.02% | 610 |
|
2025
Q1 | $2.61M | Buy |
62,402
+7,555
| +14% | +$316K | 0.03% | 510 |
|
2024
Q4 | $2.1M | Sell |
54,847
-2,336
| -4% | -$89.6K | 0.02% | 538 |
|
2024
Q3 | $2.4M | Buy |
57,183
+5,391
| +10% | +$226K | 0.03% | 500 |
|
2024
Q2 | $2.44M | Buy |
51,792
+1,678
| +3% | +$79.2K | 0.03% | 450 |
|
2024
Q1 | $2.75M | Sell |
50,114
-645
| -1% | -$35.4K | 0.04% | 410 |
|
2023
Q4 | $2.64M | Sell |
50,759
-20,245
| -29% | -$1.05M | 0.04% | 381 |
|
2023
Q3 | $4.14M | Sell |
71,004
-600
| -0.8% | -$35K | 0.07% | 261 |
|
2023
Q2 | $3.52M | Buy |
71,604
+2,761
| +4% | +$136K | 0.06% | 297 |
|
2023
Q1 | $3.38M | Buy |
68,843
+60,433
| +719% | +$2.97M | 0.07% | 263 |
|
2022
Q4 | $450K | Sell |
8,410
-1,224
| -13% | -$65.5K | 0.01% | 684 |
|
2022
Q3 | $346K | Buy |
9,634
+2,150
| +29% | +$77.2K | 0.01% | 694 |
|
2022
Q2 | $268K | Sell |
7,484
-9,375
| -56% | -$336K | 0.01% | 794 |
|
2022
Q1 | $696K | Buy |
+16,859
| New | +$696K | 0.02% | 488 |
|