Ritholtz Wealth Management’s Schlumberger SLB Stock Holding History

Ritholtz Wealth Management’s Portfolio SLB Stock Details SLB Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy	36,350 +7,766	+27%	+$262K	0.03%	410
2025 Q1	$1.19M	Buy	+28,584	New	+$1.19M	0.04%	360
2024 Q4	–	Sell	-6,228	Closed	-$261K	–	898
2024 Q3	$261K	Sell	6,228 -651	-9%	-$27.3K	0.01%	739
2024 Q2	$325K	Sell	6,879 -3,313	-33%	-$156K	0.01%	634
2024 Q1	$559K	Sell	10,192 -1,873	-16%	-$103K	0.02%	499
2023 Q4	$628K	Buy	12,065 +87	+0.7%	+$4.53K	0.02%	438
2023 Q3	$698K	Buy	11,978 +3,802	+47%	+$222K	0.03%	376
2023 Q2	$402K	Buy	8,176 +72	+0.9%	+$3.54K	0.02%	478
2023 Q1	$398K	Buy	8,104 +1,755	+28%	+$86.2K	0.02%	459
2022 Q4	$339K	Sell	6,349 -4,840	-43%	-$259K	0.02%	438
2022 Q3	$402K	Buy	+11,189	New	+$402K	0.02%	457
2022 Q1	–	Sell	-13,866	Closed	-$415K	–	586
2021 Q4	$415K	Buy	13,866 +78	+0.6%	+$2.33K	0.03%	340
2021 Q3	$409K	Sell	13,788 -189	-1%	-$5.61K	0.03%	311
2021 Q2	$447K	Buy	13,977 +155	+1%	+$4.96K	0.03%	274
2021 Q1	$376K	Sell	13,822 -1,026	-7%	-$27.9K	0.03%	261
2020 Q4	$324K	Buy	14,848 +908	+7%	+$19.8K	0.03%	241
2020 Q3	$217K	Sell	13,940 -76	-0.5%	-$1.18K	0.02%	256
2020 Q2	$258K	Buy	14,016 +571	+4%	+$10.5K	0.03%	199
2020 Q1	$181K	Sell	13,445 -225	-2%	-$3.03K	0.03%	145
2019 Q4	$550K	Sell	13,670 -256	-2%	-$10.3K	0.08%	78
2019 Q3	$476K	Sell	13,926 -119	-0.8%	-$4.07K	0.08%	75
2019 Q2	$558K	Buy	14,045 +600	+4%	+$23.8K	0.1%	71
2019 Q1	$586K	Hold	13,445	–	–	0.11%	69
2018 Q4	$485K	Hold	13,445	–	–	0.11%	70
2018 Q3	$819K	Buy	+13,445	New	+$819K	0.21%	40
2018 Q2	–	Sell	-13,458	Closed	-$872K	–	119
2018 Q1	$872K	Sell	13,458 -187	-1%	-$12.1K	0.25%	37
2017 Q4	$920K	Buy	13,645 +200	+1%	+$13.5K	0.27%	43
2017 Q3	$938K	Hold	13,445	–	–	0.35%	24
2017 Q2	$885K	Buy	+13,445	New	+$885K	0.37%	25
2016 Q4	$1.14M	Buy	+13,565	New	+$1.14M	0.58%	24