SLWA
San Luis Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Sell |
12,987
-358
| -3% | -$12.1K | 0.09% | 106 |
|
|
2025
Q1 | $558K | Sell |
13,345
-616
| -4% | -$25.8K | 0.13% | 86 |
|
|
2024
Q4 | $535K | Sell |
13,961
-80
| -0.6% | -$3.07K | 0.1% | 94 |
|
|
2024
Q3 | $589K | Buy |
14,041
+45
| +0.3% | +$1.89K | 0.12% | 88 |
|
|
2024
Q2 | $660K | Buy |
+13,996
| New | +$660K | 0.16% | 60 |
|
|
2023
Q3 | – | Sell |
-18,324
| Closed | -$900K | – | 146 |
|
|
2023
Q2 | $900K | Sell |
18,324
-1,413
| -7% | -$69.4K | 0.32% | 75 |
|
|
2023
Q1 | $969K | Buy |
+19,737
| New | +$969K | 0.37% | 73 |
|
|
2022
Q2 | – | Sell |
-27,778
| Closed | -$832K | – | 364 |
|
|
2022
Q1 | $832K | Buy |
+27,778
| New | +$832K | 0.41% | 57 |
|
|
2021
Q4 | – | Sell |
-31,460
| Closed | -$932K | – | 147 |
|
|
2021
Q3 | $932K | Buy |
+31,460
| New | +$932K | 0.52% | 56 |
|
|
2020
Q4 | $1.84M | Buy |
+84,245
| New | +$1.84M | 1.19% | 24 |
|