One Wealth Advisors’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-7,191
| Closed | -$303K | – | 296 |
|
2025
Q1 | $303K | Buy |
+7,191
| New | +$303K | 0.05% | 211 |
|
2024
Q4 | – | Sell |
-6,402
| Closed | -$270K | – | 285 |
|
2024
Q3 | $270K | Buy |
6,402
+1,167
| +22% | +$49.3K | 0.04% | 214 |
|
2024
Q2 | $228K | Buy |
5,235
+377
| +8% | +$16.4K | 0.05% | 204 |
|
2024
Q1 | $267K | Buy |
+4,858
| New | +$267K | 0.05% | 196 |
|
2023
Q2 | – | Sell |
-6,018
| Closed | -$295K | – | 220 |
|
2023
Q1 | $295K | Buy |
6,018
+307
| +5% | +$15.1K | 0.07% | 149 |
|
2022
Q4 | $305K | Buy |
+5,711
| New | +$305K | 0.07% | 143 |
|
2019
Q2 | – | Sell |
-3,209
| Closed | -$140K | – | 430 |
|
2019
Q1 | $140K | Buy |
+3,209
| New | +$140K | 0.11% | 153 |
|
2018
Q4 | – | Sell |
-5,997
| Closed | -$368K | – | 413 |
|
2018
Q3 | $368K | Sell |
5,997
-54
| -0.9% | -$3.31K | 0.28% | 66 |
|
2018
Q2 | $406K | Sell |
6,051
-13
| -0.2% | -$872 | 0.32% | 47 |
|
2018
Q1 | $396K | Buy |
6,064
+1,678
| +38% | +$110K | 0.35% | 40 |
|
2017
Q4 | $295K | Buy |
+4,386
| New | +$295K | 0.24% | 73 |
|