Triad Investment Management’s Schlumberger SLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$4.11M Sell
75,037
-12,242
-14% -$671K 4.99% 5
2023
Q4
$4.54M Sell
87,279
-796
-0.9% -$41.4K 5.96% 2
2023
Q3
$5.13M Buy
88,075
+258
+0.3% +$15K 7.5% 1
2023
Q2
$4.31M Sell
87,817
-915
-1% -$44.9K 6% 1
2023
Q1
$4.36M Sell
88,732
-419
-0.5% -$20.6K 6.33% 1
2022
Q4
$4.77M Sell
89,151
-1,114
-1% -$59.6K 7.46% 1
2022
Q3
$3.24M Sell
90,265
-6,328
-7% -$227K 5.63% 2
2022
Q2
$3.45M Sell
96,593
-28,250
-23% -$1.01M 5.12% 1
2022
Q1
$5.16M Buy
124,843
+3,831
+3% +$158K 4.88% 1
2021
Q4
$3.62M Buy
+121,012
New +$3.62M 3.29% 9
2020
Q4
$2.33M Sell
106,693
-5,167
-5% -$113K 2.59% 19
2020
Q3
$1.74M Sell
111,860
-4,951
-4% -$77.1K 2.47% 20
2020
Q2
$2.15M Buy
116,811
+3,426
+3% +$63K 2.91% 14
2020
Q1
$1.53M Sell
113,385
-7,986
-7% -$108K 2.66% 20
2019
Q4
$4.88M Buy
121,371
+615
+0.5% +$24.7K 4.73% 1
2019
Q3
$4.13M Buy
120,756
+296
+0.2% +$10.1K 4.49% 3
2019
Q2
$4.79M Buy
120,460
+5,044
+4% +$200K 4.95% 1
2019
Q1
$5.03M Buy
115,416
+46,557
+68% +$2.03M 5.12% 2
2018
Q4
$2.49M Buy
+68,859
New +$2.49M 3.26% 10