Pinnacle Wealth Planning Services’s SLB Ltd SLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$225K	Buy	4,383 +198	+5%	+$9.61K	0.02%	434
2025 Q4	$161K	Buy	+4,185	New	+$152K	0.02%	555
2024 Q4	–	Sell	-7,708	Closed	-$323K	–	537
2024 Q3	$323K	Sell	7,708 -60	-0.8%	-$2.67K	0.04%	287
2024 Q2	$366K	Sell	7,768 -260	-3%	-$12.6K	0.05%	234
2024 Q1	$440K	Buy	8,028 +96	+1%	+$4.84K	0.06%	211
2023 Q4	$413K	Sell	7,932 -114	-1%	-$6.2K	0.06%	205
2023 Q3	$469K	Sell	8,046 -23	-0.3%	-$1.33K	0.08%	174
2023 Q2	$396K	Sell	8,069 -287	-3%	-$13.7K	0.06%	208
2023 Q1	$410K	Buy	8,356 +310	+4%	+$16.5K	0.07%	206
2022 Q4	$430K	Buy	8,046 +265	+3%	+$13.2K	0.08%	191
2022 Q3	$279K	Buy	+7,781	New	+$282K	0.05%	255
2022 Q2	–	Sell	-5,893	Closed	-$243K	–	471
2022 Q1	$243K	Buy	+5,893	New	+$231K	0.04%	323
2021 Q1	–	Sell	-2,241	Closed	-$49K	–	1684
2020 Q4	$49K	Buy	+2,241	New	+$42.3K	0.01%	809
2018 Q4	–	Sell	-5,491	Closed	-$335K	–	185
2018 Q3	$335K	Sell	5,491 -298	-5%	-$19.2K	0.31%	106
2018 Q2	$388K	Buy	5,789 +219	+4%	+$15K	0.38%	89
2018 Q1	$361K	Buy	5,570 +5,143	+1,204%	+$359K	0.37%	92
2017 Q4	$29K	Buy	+427	New	+$27.7K	0.06%	139