LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.3K | Hold |
600
| – | – | ﹤0.01% | 450 |
|
|
2025
Q1 | $20.4K | Sell |
600
-60
| -9% | -$2.04K | ﹤0.01% | 443 |
|
|
2024
Q4 | $28.1K | Hold |
660
| – | – | ﹤0.01% | 438 |
|
|
2024
Q3 | $27.2K | Sell |
660
-140
| -18% | -$5.78K | ﹤0.01% | 434 |
|
|
2024
Q2 | $39K | Sell |
800
-4,587
| -85% | -$223K | ﹤0.01% | 416 |
|
|
2024
Q1 | $267K | Buy |
5,387
+87
| +2% | +$4.31K | ﹤0.01% | 247 |
|
|
2023
Q4 | $258K | Sell |
5,300
-300
| -5% | -$14.6K | ﹤0.01% | 253 |
|
|
2023
Q3 | $321K | Sell |
5,600
-613
| -10% | -$35.2K | ﹤0.01% | 232 |
|
|
2023
Q2 | $305K | Buy |
6,213
+5,065
| +441% | +$249K | ﹤0.01% | 246 |
|
|
2023
Q1 | $56.4K | Buy |
1,148
+148
| +15% | +$7.27K | ﹤0.01% | 394 |
|
|
2022
Q4 | $53.5K | Hold |
1,000
| – | – | ﹤0.01% | 395 |
|
|
2022
Q3 | $36K | Sell |
1,000
-31
| -3% | -$1.12K | ﹤0.01% | 453 |
|
|
2022
Q2 | $37K | Buy |
1,031
+31
| +3% | +$1.11K | ﹤0.01% | 463 |
|
|
2022
Q1 | $41K | Sell |
1,000
-620
| -38% | -$25.4K | ﹤0.01% | 462 |
|
|
2021
Q4 | $49K | Buy |
1,620
+620
| +62% | +$18.8K | ﹤0.01% | 466 |
|
|
2021
Q3 | $30K | Buy |
1,000
+400
| +67% | +$12K | ﹤0.01% | 496 |
|
|
2021
Q2 | $19K | Buy |
+600
| New | +$19K | ﹤0.01% | 546 |
|
|
2021
Q1 | – | Sell |
-600
| Closed | -$13K | – | 634 |
|
|
2020
Q4 | $13K | Sell |
600
-2,000
| -77% | -$43.3K | ﹤0.01% | 545 |
|
|
2020
Q3 | $40K | Sell |
2,600
-5,027
| -66% | -$77.3K | ﹤0.01% | 419 |
|
|
2020
Q2 | $140K | Sell |
7,627
-1,990
| -21% | -$36.5K | ﹤0.01% | 279 |
|
|
2020
Q1 | $130K | Sell |
9,617
-4,288
| -31% | -$58K | ﹤0.01% | 272 |
|
|
2019
Q4 | $559K | Sell |
13,905
-525
| -4% | -$21.1K | 0.01% | 192 |
|
|
2019
Q3 | $493K | Hold |
14,430
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $573K | Buy |
14,430
+820
| +6% | +$32.6K | 0.01% | 189 |
|
|
2019
Q1 | $593K | Sell |
13,610
-2,409
| -15% | -$105K | 0.01% | 184 |
|
|
2018
Q4 | $578K | Sell |
16,019
-5,781
| -27% | -$209K | 0.01% | 186 |
|
|
2018
Q3 | $1.33M | Sell |
21,800
-1,225
| -5% | -$74.6K | 0.02% | 144 |
|
|
2018
Q2 | $1.54M | Sell |
23,025
-1,025
| -4% | -$68.7K | 0.03% | 136 |
|
|
2018
Q1 | $1.56M | Sell |
24,050
-183
| -0.8% | -$11.9K | 0.03% | 134 |
|
|
2017
Q4 | $1.63M | Buy |
24,233
+136
| +0.6% | +$9.17K | 0.03% | 135 |
|
|
2017
Q3 | $1.68M | Sell |
24,097
-304
| -1% | -$21.2K | 0.03% | 131 |
|
|
2017
Q2 | $1.67M | Sell |
24,401
-1,600
| -6% | -$110K | 0.03% | 126 |
|
|
2017
Q1 | $2.03M | Buy |
26,001
+1,025
| +4% | +$80.1K | 0.04% | 117 |
|
|
2016
Q4 | $2.1M | Sell |
24,976
-1,317
| -5% | -$111K | 0.05% | 114 |
|
|
2016
Q3 | $2.07M | Buy |
26,293
+2,165
| +9% | +$170K | 0.05% | 115 |
|
|
2016
Q2 | $1.91M | Buy |
24,128
+3,153
| +15% | +$249K | 0.04% | 117 |
|
|
2016
Q1 | $1.55M | Sell |
20,975
-1,075
| -5% | -$79.3K | 0.04% | 126 |
|
|
2015
Q4 | $1.54M | Sell |
22,050
-575
| -3% | -$40.1K | 0.04% | 129 |
|
|
2015
Q3 | $1.95M | Hold |
22,625
| – | – | 0.05% | 113 |
|
|
2015
Q2 | $1.95M | Sell |
22,625
-1,070
| -5% | -$92.2K | 0.05% | 113 |
|
|
2015
Q1 | $1.98M | Buy |
23,695
+140
| +0.6% | +$11.7K | 0.05% | 114 |
|
|
2014
Q4 | $2.01M | Buy |
23,555
+4,650
| +25% | +$397K | 0.05% | 111 |
|
|
2014
Q3 | $1.92M | Sell |
18,905
-6,060
| -24% | -$616K | 0.05% | 113 |
|
|
2014
Q2 | $2.95M | Sell |
24,965
-4,956
| -17% | -$585K | 0.08% | 102 |
|
|
2014
Q1 | $2.92M | Sell |
29,921
-663
| -2% | -$64.6K | 0.08% | 105 |
|
|
2013
Q4 | $2.76M | Sell |
30,584
-5,193
| -15% | -$468K | 0.08% | 105 |
|
|
2013
Q3 | $3.16M | Sell |
35,777
-15,750
| -31% | -$1.39M | 0.1% | 101 |
|
|
2013
Q2 | $3.69M | Buy |
+51,527
| New | +$3.69M | 0.12% | 103 |
|