MWM
Moran Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
100,826
+22,219
| +28% | +$751K | 0.11% | 235 |
|
|
2025
Q1 | $3.29M | Sell |
78,607
-228,523
| -74% | -$9.55M | 0.11% | 230 |
|
|
2024
Q4 | $11.8M | Sell |
307,130
-1,766
| -0.6% | -$67.7K | 0.38% | 95 |
|
|
2024
Q3 | $13M | Buy |
308,896
+73,432
| +31% | +$3.08M | 0.4% | 88 |
|
|
2024
Q2 | $11.1M | Sell |
235,464
-597
| -0.3% | -$28.2K | 0.37% | 93 |
|
|
2024
Q1 | $12.9M | Sell |
236,061
-3,717
| -2% | -$204K | 0.42% | 85 |
|
|
2023
Q4 | $12.5M | Sell |
239,778
-11,811
| -5% | -$615K | 0.44% | 77 |
|
|
2023
Q3 | $14.7M | Sell |
251,589
-8,694
| -3% | -$507K | 0.57% | 62 |
|
|
2023
Q2 | $12.8M | Sell |
260,283
-29,350
| -10% | -$1.44M | 0.48% | 76 |
|
|
2023
Q1 | $14.2M | Buy |
289,633
+316
| +0.1% | +$15.5K | 0.54% | 70 |
|
|
2022
Q4 | $15.5M | Buy |
+289,317
| New | +$15.5M | 0.59% | 53 |
|