KMWM
Keudell/Morrison Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,156
| Closed | -$216K | – | 243 |
|
|
2025
Q1 | $216K | Buy |
+5,156
| New | +$216K | 0.05% | 199 |
|
|
2021
Q4 | – | Sell |
-10,923
| Closed | -$324K | – | 192 |
|
|
2021
Q3 | $324K | Buy |
10,923
+200
| +2% | +$5.93K | 0.14% | 128 |
|
|
2021
Q2 | $343K | Buy |
10,723
+183
| +2% | +$5.85K | 0.19% | 127 |
|
|
2021
Q1 | $287K | Sell |
10,540
-644
| -6% | -$17.5K | 0.17% | 131 |
|
|
2020
Q4 | $244K | Sell |
11,184
-238
| -2% | -$5.19K | 0.15% | 139 |
|
|
2020
Q3 | $178K | Sell |
11,422
-7,336
| -39% | -$114K | 0.11% | 139 |
|
|
2020
Q2 | $345K | Buy |
18,758
+181
| +1% | +$3.33K | 0.29% | 99 |
|
|
2020
Q1 | $251K | Buy |
18,577
+955
| +5% | +$12.9K | 0.25% | 114 |
|
|
2019
Q4 | $708K | Buy |
17,622
+1,778
| +11% | +$71.4K | 0.49% | 66 |
|
|
2019
Q3 | $541K | Sell |
15,844
-187
| -1% | -$6.39K | 0.45% | 71 |
|
|
2019
Q2 | $557K | Buy |
16,031
+1,318
| +9% | +$45.8K | 0.49% | 68 |
|
|
2019
Q1 | $641K | Buy |
+14,713
| New | +$641K | 0.56% | 61 |
|