SWA
SFMG Wealth Advisors’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.48M | Buy |
103,012
+2,052
| +2% | +$69.4K | 0.26% | 52 |
|
|
2025
Q1 | $4.22M | Buy |
100,960
+9,314
| +10% | +$389K | 0.33% | 43 |
|
|
2024
Q4 | $3.51M | Buy |
91,646
+3,248
| +4% | +$125K | 0.28% | 49 |
|
|
2024
Q3 | $3.71M | Buy |
88,398
+3,478
| +4% | +$146K | 0.3% | 42 |
|
|
2024
Q2 | $4.01M | Buy |
84,920
+3,839
| +5% | +$181K | 0.35% | 40 |
|
|
2024
Q1 | $4.44M | Buy |
81,081
+77,002
| +1,888% | +$4.22M | 0.38% | 40 |
|
|
2023
Q4 | $212K | Buy |
4,079
+16
| +0.4% | +$833 | 0.02% | 233 |
|
|
2023
Q3 | $237K | Buy |
+4,063
| New | +$237K | 0.02% | 206 |
|
|
2023
Q1 | – | Sell |
-3,970
| Closed | -$212K | – | 276 |
|
|
2022
Q4 | $212K | Buy |
+3,970
| New | +$212K | 0.02% | 223 |
|
|
2015
Q2 | – | Sell |
-3,557
| Closed | -$297K | – | 160 |
|
|
2015
Q1 | $297K | Sell |
3,557
-6,999
| -66% | -$584K | 0.02% | 133 |
|
|
2014
Q4 | $902K | Buy |
+10,556
| New | +$902K | 0.2% | 61 |
|