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