TSWM
Triangle Securities Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594K | Sell |
17,579
-1,599
| -8% | -$54K | 0.15% | 145 |
|
|
2025
Q1 | $802K | Sell |
19,178
-263
| -1% | -$11K | 0.21% | 119 |
|
|
2024
Q4 | $745K | Sell |
19,441
-398
| -2% | -$15.3K | 0.19% | 126 |
|
|
2024
Q3 | $832K | Buy |
19,839
+156
| +0.8% | +$6.54K | 0.22% | 119 |
|
|
2024
Q2 | $929K | Buy |
19,683
+565
| +3% | +$26.7K | 0.26% | 106 |
|
|
2024
Q1 | $1.05M | Buy |
19,118
+1,529
| +9% | +$83.8K | 0.3% | 97 |
|
|
2023
Q4 | $915K | Sell |
17,589
-471
| -3% | -$24.5K | 0.28% | 104 |
|
|
2023
Q3 | $1.05M | Sell |
18,060
-299
| -2% | -$17.4K | 0.37% | 77 |
|
|
2023
Q2 | $902K | Sell |
18,359
-155
| -0.8% | -$7.61K | 0.31% | 93 |
|
|
2023
Q1 | $909K | Sell |
18,514
-736
| -4% | -$36.1K | 0.33% | 93 |
|
|
2022
Q4 | $1.03M | Sell |
19,250
-1,382
| -7% | -$73.9K | 0.38% | 77 |
|
|
2022
Q3 | $741K | Buy |
20,632
+5
| +0% | +$180 | 0.3% | 96 |
|
|
2022
Q2 | $738K | Sell |
20,627
-1,835
| -8% | -$65.7K | 0.29% | 103 |
|
|
2022
Q1 | $928K | Sell |
22,462
-1,253
| -5% | -$51.8K | 0.31% | 95 |
|
|
2021
Q4 | $710K | Sell |
23,715
-675
| -3% | -$20.2K | 0.22% | 117 |
|
|
2021
Q3 | $723K | Buy |
24,390
+1,115
| +5% | +$33.1K | 0.25% | 111 |
|
|
2021
Q2 | $745K | Buy |
23,275
+1,325
| +6% | +$42.4K | 0.25% | 110 |
|
|
2021
Q1 | $597K | Buy |
21,950
+1,355
| +7% | +$36.9K | 0.22% | 118 |
|
|
2020
Q4 | $450K | Buy |
20,595
+1,055
| +5% | +$23.1K | 0.18% | 131 |
|
|
2020
Q3 | $304K | Buy |
19,540
+9,515
| +95% | +$148K | 0.14% | 140 |
|
|
2020
Q2 | $184K | Sell |
10,025
-5,236
| -34% | -$96.1K | 0.09% | 157 |
|
|
2020
Q1 | $206K | Buy |
15,261
+240
| +2% | +$3.24K | 0.12% | 146 |
|
|
2019
Q4 | $604K | Sell |
15,021
-19
| -0.1% | -$764 | 0.26% | 102 |
|
|
2019
Q3 | $514K | Buy |
15,040
+2,303
| +18% | +$78.7K | 0.25% | 106 |
|
|
2019
Q2 | $508K | Buy |
12,737
+2,310
| +22% | +$92.1K | 0.26% | 99 |
|
|
2019
Q1 | $454K | Buy |
10,427
+1,137
| +12% | +$49.5K | 0.24% | 103 |
|
|
2018
Q4 | $335K | Sell |
9,290
-3,891
| -30% | -$140K | 0.2% | 108 |
|
|
2018
Q3 | $803K | Sell |
13,181
-655
| -5% | -$39.9K | 0.43% | 73 |
|
|
2018
Q2 | $927K | Sell |
13,836
-265
| -2% | -$17.8K | 0.52% | 59 |
|
|
2018
Q1 | $913K | Buy |
14,101
+271
| +2% | +$17.5K | 0.52% | 61 |
|
|
2017
Q4 | $932K | Sell |
13,830
-1,596
| -10% | -$108K | 0.53% | 63 |
|
|
2017
Q3 | $1.08M | Buy |
15,426
+306
| +2% | +$21.3K | 0.64% | 51 |
|
|
2017
Q2 | $996K | Sell |
15,120
-950
| -6% | -$62.6K | 0.66% | 52 |
|
|
2017
Q1 | $1.26M | Buy |
16,070
+338
| +2% | +$26.4K | 0.8% | 41 |
|
|
2016
Q4 | $1.32M | Sell |
15,732
-1,510
| -9% | -$127K | 0.88% | 41 |
|
|
2016
Q3 | $1.36M | Sell |
17,242
-125
| -0.7% | -$9.83K | 0.94% | 36 |
|
|
2016
Q2 | $1.37M | Sell |
17,367
-2,375
| -12% | -$188K | 1.02% | 36 |
|
|
2016
Q1 | $1.46M | Buy |
19,742
+45
| +0.2% | +$3.32K | 0.95% | 38 |
|
|
2015
Q4 | $1.37M | Sell |
19,697
-3,465
| -15% | -$242K | 0.92% | 36 |
|
|
2015
Q3 | $1.6M | Buy |
23,162
+3,970
| +21% | +$274K | 1.21% | 21 |
|
|
2015
Q2 | $1.65M | Sell |
19,192
-140
| -0.7% | -$12.1K | 1.17% | 26 |
|
|
2015
Q1 | $1.61M | Buy |
19,332
+2,086
| +12% | +$174K | 1.12% | 27 |
|
|
2014
Q4 | $1.47M | Sell |
17,246
-3,005
| -15% | -$257K | 1.05% | 32 |
|
|
2014
Q3 | $2.06M | Buy |
20,251
+7,860
| +63% | +$799K | 1.58% | 18 |
|
|
2014
Q2 | $1.46M | Sell |
12,391
-520
| -4% | -$61.4K | 1.12% | 27 |
|
|
2014
Q1 | $967K | Sell |
12,911
-1,190
| -8% | -$89.1K | 0.87% | 41 |
|
|
2013
Q4 | $1.27M | Buy |
14,101
+370
| +3% | +$33.4K | 1.03% | 31 |
|
|
2013
Q3 | $1.21M | Buy |
13,731
+420
| +3% | +$37.1K | 1.06% | 32 |
|
|
2013
Q2 | $954K | Buy |
+13,311
| New | +$954K | 0.71% | 41 |
|