LWM
LJI Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
9,955
-726
| -7% | -$24.5K | 0.06% | 135 |
|
|
2025
Q1 | $446K | Buy |
10,681
+111
| +1% | +$4.64K | 0.09% | 92 |
|
|
2024
Q4 | $405K | Sell |
10,570
-994
| -9% | -$38.1K | 0.08% | 108 |
|
|
2024
Q3 | $485K | Sell |
11,564
-296
| -2% | -$12.4K | 0.1% | 110 |
|
|
2024
Q2 | $560K | Sell |
11,860
-150
| -1% | -$7.08K | 0.12% | 88 |
|
|
2024
Q1 | $658K | Hold |
12,010
| – | – | 0.17% | 61 |
|
|
2023
Q4 | $625K | Buy |
12,010
+6
| +0% | +$312 | 0.16% | 71 |
|
|
2023
Q3 | $700K | Hold |
12,004
| – | – | 0.2% | 61 |
|
|
2023
Q2 | $590K | Buy |
12,004
+112
| +0.9% | +$5.5K | 0.17% | 67 |
|
|
2023
Q1 | $584K | Buy |
11,892
+388
| +3% | +$19.1K | 0.18% | 58 |
|
|
2022
Q4 | $615K | Buy |
+11,504
| New | +$615K | 0.22% | 53 |
|