SVWAG
Sound View Wealth Advisors Group’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $454K | Buy |
13,436
+1,784
| +15% | +$60.3K | 0.03% | 281 |
|
|
2025
Q1 | $487K | Buy |
11,652
+441
| +4% | +$18.4K | 0.04% | 263 |
|
|
2024
Q4 | $430K | Buy |
11,211
+573
| +5% | +$22K | 0.03% | 279 |
|
|
2024
Q3 | $446K | Buy |
10,638
+1,280
| +14% | +$53.7K | 0.04% | 270 |
|
|
2024
Q2 | $442K | Buy |
9,358
+737
| +9% | +$34.8K | 0.05% | 247 |
|
|
2024
Q1 | $473K | Buy |
8,621
+172
| +2% | +$9.43K | 0.05% | 244 |
|
|
2023
Q4 | $440K | Buy |
8,449
+300
| +4% | +$15.6K | 0.05% | 250 |
|
|
2023
Q3 | $475K | Sell |
8,149
-379
| -4% | -$22.1K | 0.06% | 229 |
|
|
2023
Q2 | $419K | Sell |
8,528
-1,749
| -17% | -$85.9K | 0.05% | 242 |
|
|
2023
Q1 | $505K | Buy |
10,277
+1,828
| +22% | +$89.8K | 0.07% | 217 |
|
|
2022
Q4 | $440K | Buy |
8,449
+171
| +2% | +$8.9K | 0.05% | 250 |
|
|
2022
Q3 | $297K | Buy |
8,278
+934
| +13% | +$33.5K | 0.07% | 212 |
|
|
2022
Q2 | $263K | Buy |
7,344
+4
| +0.1% | +$143 | 0.06% | 234 |
|
|
2022
Q1 | $303K | Sell |
7,340
-2,992
| -29% | -$124K | 0.06% | 240 |
|
|
2021
Q4 | $309K | Buy |
10,332
+9
| +0.1% | +$269 | 0.06% | 238 |
|
|
2021
Q3 | $306K | Buy |
10,323
+108
| +1% | +$3.2K | 0.06% | 231 |
|
|
2021
Q2 | $327K | Buy |
10,215
+1,113
| +12% | +$35.6K | 0.07% | 224 |
|
|
2021
Q1 | $247K | Buy |
+9,102
| New | +$247K | 0.06% | 240 |
|