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Westshore Wealth’s SLB Ltd SLB Stock Holding History

Westshore Wealth’s Portfolio SLB Stock Details SLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,518
Closed -$272K – 100
2025
Q1 		$272K Sell
6,518
-263
-4% -$10.8K 0.12% 74
2024
Q4 		$260K Buy
+6,781
New +$285K 0.11% 76
2021
Q3 		– Sell
-7,652
Closed -$245K – 132
2021
Q2 		$245K Buy
7,652
+73
+1% +$2.24K 0.13% 120
2021
Q1 		$206K Buy
+7,579
New +$200K 0.12% 138
2019
Q4 		$296K Buy
+7,363
New +$263K 0.33% 60

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State Street
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Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return