Wealthspire Advisors (New York)’s SLB Ltd SLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$315K	Sell	6,138 -2,886	-32%	-$140K	﹤0.01%	704
2025 Q4	$346K	Buy	9,024 +5,439	+152%	+$197K	﹤0.01%	745
2025 Q3	$123K	Sell	3,585 -4,650	-56%	-$162K	﹤0.01%	946
2025 Q2	$278K	Buy	+8,235	New	+$286K	﹤0.01%	689
2024 Q2	–	Sell	-4,525	Closed	-$248K	–	689
2024 Q1	$248K	Sell	4,525 -1,075	-19%	-$54.2K	﹤0.01%	552
2023 Q4	$291K	Buy	5,600 +1,027	+22%	+$55.8K	﹤0.01%	530
2023 Q3	$267K	Buy	+4,573	New	+$265K	﹤0.01%	505
2023 Q1	–	Sell	-4,432	Closed	-$237K	–	586
2022 Q4	$237K	Buy	+4,432	New	+$221K	﹤0.01%	507
2021 Q2	–	Sell	-25,605	Closed	-$696K	–	610
2021 Q1	$696K	Buy	25,605 +2,579	+11%	+$67.9K	0.02%	328
2020 Q4	$503K	Buy	23,026 +5,705	+33%	+$108K	0.02%	306
2020 Q3	$270K	Buy	17,321 +696	+4%	+$12.9K	0.02%	244
2020 Q2	$306K	Buy	16,625 +550	+3%	+$9.64K	0.02%	205
2020 Q1	$217K	Buy	+16,075	New	+$465K	0.01%	465
2019 Q1	–	Sell	-991	Closed	-$36K	–	669
2018 Q4	$36K	Buy	+991	New	+$48.9K	﹤0.01%	229