Perigon Wealth Management’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$844K Sell
24,957
-3,496
-12% -$118K 0.02% 517
2025
Q1
$1.19M Buy
28,453
+11,594
+69% +$485K 0.03% 411
2024
Q4
$693K Buy
16,859
+1,146
+7% +$47.1K 0.02% 544
2024
Q3
$659K Sell
15,713
-2,287
-13% -$95.9K 0.02% 535
2024
Q2
$849K Sell
18,000
-8,063
-31% -$380K 0.02% 407
2024
Q1
$1.43M Sell
26,063
-2,781
-10% -$152K 0.04% 299
2023
Q4
$1.5M Sell
28,844
-797
-3% -$41.5K 0.05% 268
2023
Q3
$1.73M Buy
29,641
+5,586
+23% +$326K 0.07% 221
2023
Q2
$1.15M Buy
24,055
+8,087
+51% +$387K 0.05% 286
2023
Q1
$784K Buy
15,968
+386
+2% +$19K 0.04% 316
2022
Q4
$833K Buy
15,582
+4,315
+38% +$231K 0.05% 301
2022
Q3
$404K Buy
11,267
+658
+6% +$23.6K 0.03% 366
2022
Q2
$379K Sell
10,609
-13,794
-57% -$493K 0.03% 378
2022
Q1
$1.01M Buy
24,403
+11,320
+87% +$468K 0.07% 232
2021
Q4
$392K Buy
13,083
+1,273
+11% +$38.1K 0.03% 390
2021
Q3
$350K Buy
11,810
+2,406
+26% +$71.3K 0.03% 378
2021
Q2
$301K Buy
9,404
+1,025
+12% +$32.8K 0.03% 405
2021
Q1
$228K Buy
8,379
+768
+10% +$20.9K 0.02% 439
2020
Q4
$166K Buy
+7,611
New +$166K 0.02% 433
2018
Q4
Sell
-4,225
Closed -$259K 271
2018
Q3
$259K Sell
4,225
-18
-0.4% -$1.1K 0.06% 196
2018
Q2
$286K Buy
4,243
+313
+8% +$21.1K 0.09% 197
2018
Q1
$256K Buy
3,930
+3,722
+1,789% +$242K 0.09% 144
2017
Q4
$14K Sell
208
-3,615
-95% -$243K 0.01% 462
2017
Q3
$269K Sell
3,823
-21,848
-85% -$1.54M 0.09% 172
2017
Q2
$1.71M Sell
25,671
-4,422
-15% -$294K 0.37% 79
2017
Q1
$2.36M Buy
30,093
+1,678
+6% +$131K 0.5% 55
2016
Q4
$2.29M Buy
28,415
+11,753
+71% +$948K 0.5% 60
2016
Q3
$1.32M Buy
16,662
+212
+1% +$16.7K 0.34% 87
2016
Q2
$1.31M Buy
16,450
+15,434
+1,519% +$1.23M 0.35% 85
2016
Q1
$1.16M Buy
+1,016
New +$1.16M 0.36% 72