Pinnacle Wealth Planning Services’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,708
| Closed | -$323K | – | 537 |
|
|
2024
Q3 | $323K | Sell |
7,708
-60
| -0.8% | -$2.52K | 0.04% | 287 |
|
|
2024
Q2 | $366K | Sell |
7,768
-260
| -3% | -$12.3K | 0.05% | 234 |
|
|
2024
Q1 | $440K | Buy |
8,028
+96
| +1% | +$5.26K | 0.06% | 211 |
|
|
2023
Q4 | $413K | Sell |
7,932
-114
| -1% | -$5.93K | 0.06% | 205 |
|
|
2023
Q3 | $469K | Sell |
8,046
-23
| -0.3% | -$1.34K | 0.08% | 174 |
|
|
2023
Q2 | $396K | Sell |
8,069
-287
| -3% | -$14.1K | 0.06% | 208 |
|
|
2023
Q1 | $410K | Buy |
8,356
+310
| +4% | +$15.2K | 0.07% | 206 |
|
|
2022
Q4 | $430K | Buy |
8,046
+265
| +3% | +$14.2K | 0.08% | 191 |
|
|
2022
Q3 | $279K | Buy |
+7,781
| New | +$279K | 0.05% | 253 |
|
|
2022
Q2 | – | Sell |
-5,893
| Closed | -$243K | – | 466 |
|
|
2022
Q1 | $243K | Buy |
+5,893
| New | +$243K | 0.04% | 321 |
|
|
2021
Q1 | – | Sell |
-2,241
| Closed | -$49K | – | 1676 |
|
|
2020
Q4 | $49K | Buy |
+2,241
| New | +$49K | 0.01% | 807 |
|
|
2018
Q4 | – | Sell |
-5,491
| Closed | -$335K | – | 185 |
|
|
2018
Q3 | $335K | Sell |
5,491
-298
| -5% | -$18.2K | 0.31% | 106 |
|
|
2018
Q2 | $388K | Buy |
5,789
+219
| +4% | +$14.7K | 0.38% | 89 |
|
|
2018
Q1 | $361K | Buy |
5,570
+5,143
| +1,204% | +$333K | 0.37% | 92 |
|
|
2017
Q4 | $29K | Buy |
+427
| New | +$29K | 0.06% | 138 |
|