WANY
Wealthspire Advisors (New York)’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+8,235
| New | +$278K | ﹤0.01% | 689 |
|
|
2024
Q2 | – | Sell |
-4,525
| Closed | -$248K | – | 689 |
|
|
2024
Q1 | $248K | Sell |
4,525
-1,075
| -19% | -$58.9K | ﹤0.01% | 552 |
|
|
2023
Q4 | $291K | Buy |
5,600
+1,027
| +22% | +$53.4K | ﹤0.01% | 530 |
|
|
2023
Q3 | $267K | Buy |
+4,573
| New | +$267K | ﹤0.01% | 505 |
|
|
2023
Q1 | – | Sell |
-4,432
| Closed | -$237K | – | 586 |
|
|
2022
Q4 | $237K | Buy |
+4,432
| New | +$237K | ﹤0.01% | 507 |
|
|
2021
Q2 | – | Sell |
-25,605
| Closed | -$696K | – | 610 |
|
|
2021
Q1 | $696K | Buy |
25,605
+2,579
| +11% | +$70.1K | 0.02% | 328 |
|
|
2020
Q4 | $503K | Buy |
23,026
+5,705
| +33% | +$125K | 0.02% | 306 |
|
|
2020
Q3 | $270K | Buy |
17,321
+696
| +4% | +$10.8K | 0.02% | 243 |
|
|
2020
Q2 | $306K | Buy |
16,625
+550
| +3% | +$10.1K | 0.02% | 204 |
|
|
2020
Q1 | $217K | Buy |
+16,075
| New | +$217K | 0.01% | 464 |
|
|
2019
Q1 | – | Sell |
-991
| Closed | -$36K | – | 670 |
|
|
2018
Q4 | $36K | Buy |
+991
| New | +$36K | ﹤0.01% | 229 |
|