JWM
Jeppson Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,985
| Closed | -$376K | – | 219 |
|
|
2025
Q1 | $376K | Buy |
8,985
+2,930
| +48% | +$122K | 0.14% | 139 |
|
|
2024
Q4 | $232K | Buy |
6,055
+1,120
| +23% | +$42.9K | 0.08% | 178 |
|
|
2024
Q3 | $207K | Hold |
4,935
| – | – | 0.07% | 194 |
|
|
2024
Q2 | $233K | Hold |
4,935
| – | – | 0.09% | 176 |
|
|
2024
Q1 | $270K | Hold |
4,935
| – | – | 0.1% | 164 |
|
|
2023
Q4 | $257K | Sell |
4,935
-100
| -2% | -$5.2K | 0.11% | 169 |
|
|
2023
Q3 | $294K | Hold |
5,035
| – | – | 0.13% | 144 |
|
|
2023
Q2 | $247K | Sell |
5,035
-10
| -0.2% | -$491 | 0.11% | 163 |
|
|
2023
Q1 | $248K | Sell |
5,045
-25
| -0.5% | -$1.23K | 0.11% | 167 |
|
|
2022
Q4 | $271K | Buy |
+5,070
| New | +$271K | 0.11% | 157 |
|
|
2022
Q2 | – | Sell |
-5,776
| Closed | -$238K | – | 197 |
|
|
2022
Q1 | $238K | Buy |
+5,776
| New | +$238K | 0.11% | 151 |
|
|
2021
Q3 | – | Sell |
-6,375
| Closed | -$204K | – | 157 |
|
|
2021
Q2 | $204K | Buy |
+6,375
| New | +$204K | 0.11% | 143 |
|
|
2020
Q4 | – | Sell |
-600
| Closed | -$9K | – | 386 |
|
|
2020
Q3 | $9K | Buy |
+600
| New | +$9K | 0.01% | 402 |
|