LWAM
Legacy Wealth Asset Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
14,382
+308
| +2% | +$10.4K | 0.12% | 254 |
|
|
2025
Q1 | $588K | Buy |
14,074
+222
| +2% | +$9.28K | 0.16% | 209 |
|
|
2024
Q4 | $531K | Sell |
13,852
-745
| -5% | -$28.6K | 0.14% | 228 |
|
|
2024
Q3 | $612K | Buy |
14,597
+157
| +1% | +$6.59K | 0.16% | 205 |
|
|
2024
Q2 | $681K | Buy |
14,440
+3,232
| +29% | +$152K | 0.19% | 152 |
|
|
2024
Q1 | $614K | Buy |
11,208
+72
| +0.6% | +$3.95K | 0.17% | 188 |
|
|
2023
Q4 | $580K | Sell |
11,136
-55
| -0.5% | -$2.86K | 0.19% | 183 |
|
|
2023
Q3 | $652K | Sell |
11,191
-289
| -3% | -$16.8K | 0.24% | 134 |
|
|
2023
Q2 | $564K | Sell |
11,480
-1,486
| -11% | -$73K | 0.2% | 180 |
|
|
2023
Q1 | $637K | Sell |
12,966
-13,099
| -50% | -$643K | 0.23% | 146 |
|
|
2022
Q4 | $1.39M | Sell |
26,065
-1,307
| -5% | -$69.9K | 0.53% | 47 |
|
|
2022
Q3 | $983K | Sell |
27,372
-10,627
| -28% | -$382K | 0.43% | 68 |
|
|
2022
Q2 | $1.36M | Sell |
37,999
-822
| -2% | -$29.4K | 0.55% | 38 |
|
|
2022
Q1 | $1.6M | Buy |
38,821
+1,114
| +3% | +$46K | 0.57% | 32 |
|
|
2021
Q4 | $1.13M | Buy |
37,707
+3,075
| +9% | +$92.1K | 0.38% | 70 |
|
|
2021
Q3 | $1.03M | Buy |
34,632
+278
| +0.8% | +$8.24K | 0.47% | 61 |
|
|
2021
Q2 | $1.1M | Buy |
34,354
+516
| +2% | +$16.5K | 0.49% | 47 |
|
|
2021
Q1 | $920K | Buy |
33,838
+427
| +1% | +$11.6K | 0.42% | 71 |
|
|
2020
Q4 | $729K | Buy |
+33,411
| New | +$729K | 0.37% | 102 |
|