Private Wealth Partners’s SLB Ltd SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-6,205
Closed -$238K 178
2024
Q4
$238K Hold
6,205
0.02% 159
2024
Q3
$260K Buy
6,205
+1,000
+19% +$44.5K 0.02% 156
2024
Q2
$246K Hold
5,205
0.02% 150
2024
Q1
$285K Hold
5,205
0.02% 138
2023
Q4
$271K Buy
5,205
+1,000
+24% +$54.4K 0.02% 140
2023
Q3
$245K Hold
4,205
0.02% 138
2023
Q2
$207K Buy
+4,205
New +$201K 0.02% 157
2019
Q4
Sell
-9,650
Closed -$330K 134
2019
Q3
$330K Sell
9,650
-4,600
-32% -$168K 0.05% 94
2019
Q2
$566K Sell
14,250
-500
-3% -$20.2K 0.09% 84
2019
Q1
$643K Hold
14,750
0.11% 75
2018
Q4
$532K Sell
14,750
-95,290
-87% -$4.7M 0.1% 68
2018
Q3
$6.7M Buy
110,040
+1,285
+1% +$82.7K 1.02% 31
2018
Q2
$7.29M Sell
108,755
-5,470
-5% -$376K 1.23% 26
2018
Q1
$7.4M Sell
114,225
-10,930
-9% -$763K 1.29% 27
2017
Q4
$8.43M Buy
125,155
+14,956
+14% +$969K 1.56% 21
2017
Q3
$7.69M Sell
110,199
-5,558
-5% -$367K 1.55% 20
2017
Q2
$7.62M Buy
115,757
+7,620
+7% +$546K 1.65% 19
2017
Q1
$8.45M Buy
108,137
+36,982
+52% +$3.02M 1.87% 19
2016
Q4
$5.97M Sell
71,155
-1,050
-1% -$86.1K 1.42% 23
2016
Q3
$5.68M Sell
72,205
-350
-0.5% -$27.8K 1.36% 24
2016
Q2
$5.74M Sell
72,555
-440
-0.6% -$33.7K 1.38% 26
2016
Q1
$5.38M Buy
72,995
+1,180
+2% +$83K 1.29% 26
2015
Q4
$5.01M Sell
71,815
-667
-0.9% -$49.9K 1.17% 30
2015
Q3
$5M Sell
72,482
-21,965
-23% -$1.74M 1.26% 25
2015
Q2
$8.14M Sell
94,447
-8,373
-8% -$756K 1.84% 16
2015
Q1
$8.58M Buy
102,820
+2,300
+2% +$191K 1.97% 13
2014
Q4
$8.59M Buy
100,520
+570
+0.6% +$52.4K 2.02% 16
2014
Q3
$10.2M Sell
99,950
-6,535
-6% -$713K 2.23% 10
2014
Q2
$12.6M Sell
106,485
-3,700
-3% -$381K 2.76% 6
2014
Q1
$10.7M Sell
110,185
-1,850
-2% -$167K 2.53% 10
2013
Q4
$10.1M Sell
112,035
-6,700
-6% -$605K 2.25% 13
2013
Q3
$10.5M Sell
118,735
-60
-0.1% -$4.93K 2.49% 9
2013
Q2
$8.51M Buy
+118,795
New +$8.79M 2.12% 15

Other funds holding SLB

Private Wealth Partners's SLB Position: Q1 2025 in Review

Private Wealth Partners sold out of SLB Ltd (SLB) in Q1 2025, closing a stake of 6,205 shares — an estimated $238K sold.

Private Wealth Partners first reported a position in SLB in Q2 2013 and held it in 33 quarters. The position peaked at $12.6M in Q2 2014. 1,556 funds tracked by Wall St. Rank hold SLB as of Q1 2025.

  • Private Wealth Partners reported no remaining SLB Ltd position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Partners sold 6,205 SLB Ltd shares in Q1 2025, an estimated $238K.
  • Private Wealth Partners first reported a position in SLB Ltd in Q2 2013 and held it in 33 quarters.
  • Private Wealth Partners's SLB Ltd position peaked at $12.6M in Q2 2014.
  • 1,556 funds tracked by Wall St. Rank held SLB Ltd as of Q1 2025.

Based on Private Wealth Partners's 13F filing for Q1 2025, filed 22 Apr 2025.