MGIA
Moneta Group Investment Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $397K | Buy |
11,737
+373
| +3% | +$12.6K | ﹤0.01% | 499 |
|
|
2025
Q1 | $475K | Buy |
11,364
+998
| +10% | +$41.7K | 0.01% | 427 |
|
|
2024
Q4 | $397K | Sell |
10,366
-2,739
| -21% | -$105K | 0.01% | 472 |
|
|
2024
Q3 | $550K | Sell |
13,105
-517
| -4% | -$21.7K | 0.01% | 385 |
|
|
2024
Q2 | $643K | Buy |
13,622
+388
| +3% | +$18.3K | 0.01% | 342 |
|
|
2024
Q1 | $725K | Sell |
13,234
-1,257
| -9% | -$68.9K | 0.01% | 313 |
|
|
2023
Q4 | $754K | Buy |
+14,491
| New | +$754K | 0.01% | 273 |
|
|
2018
Q3 | – | Sell |
-2,058
| Closed | -$138K | – | 345 |
|
|
2018
Q2 | $138K | Sell |
2,058
-157
| -7% | -$10.5K | 0.02% | 269 |
|
|
2018
Q1 | $143K | Buy |
2,215
+546
| +33% | +$35.3K | 0.02% | 216 |
|
|
2017
Q4 | $112K | Buy |
+1,669
| New | +$112K | 0.02% | 231 |
|
|
2017
Q3 | – | Sell |
-15,150
| Closed | -$997K | – | 214 |
|
|
2017
Q2 | $997K | Buy |
+15,150
| New | +$997K | 0.16% | 81 |
|
|
2017
Q1 | – | Sell |
-2,799
| Closed | -$235K | – | 172 |
|
|
2016
Q4 | $235K | Buy |
+2,799
| New | +$235K | 0.05% | 150 |
|
|
2016
Q3 | – | Sell |
-9,048
| Closed | -$716K | – | 155 |
|
|
2016
Q2 | $716K | Buy |
9,048
+1,464
| +19% | +$116K | 0.16% | 90 |
|
|
2016
Q1 | $559K | Buy |
+7,584
| New | +$559K | 0.12% | 95 |
|
|
2015
Q4 | – | Sell |
-3,968
| Closed | -$274K | – | 368 |
|
|
2015
Q3 | $274K | Buy |
3,968
+968
| +32% | +$66.8K | 0.08% | 106 |
|
|
2015
Q2 | $259K | Sell |
3,000
-5,960
| -67% | -$515K | 0.08% | 110 |
|
|
2015
Q1 | $748K | Buy |
8,960
+1,205
| +16% | +$101K | 0.32% | 63 |
|
|
2014
Q4 | $662K | Sell |
7,755
-2,446
| -24% | -$209K | 0.32% | 53 |
|
|
2014
Q3 | $1.04M | Buy |
10,201
+16
| +0.2% | +$1.63K | 0.54% | 31 |
|
|
2014
Q2 | $1.2M | Sell |
10,185
-120
| -1% | -$14.2K | 0.65% | 24 |
|
|
2014
Q1 | $1.01M | Sell |
10,305
-230
| -2% | -$22.4K | 0.59% | 30 |
|
|
2013
Q4 | $949K | Sell |
10,535
-1,575
| -13% | -$142K | 0.57% | 32 |
|
|
2013
Q3 | $1.07M | Buy |
12,110
+1,565
| +15% | +$138K | 0.71% | 28 |
|
|
2013
Q2 | $756K | Buy |
+10,545
| New | +$756K | 0.53% | 37 |
|