WWM
Whalen Wealth Management’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $582K | Buy |
17,215
+3,677
| +27% | +$124K | 0.37% | 82 |
|
|
2025
Q1 | $566K | Buy |
13,538
+3,705
| +38% | +$155K | 0.38% | 53 |
|
|
2024
Q4 | $377K | Buy |
+9,833
| New | +$377K | 0.26% | 84 |
|
|
2024
Q2 | – | Sell |
-9,189
| Closed | -$504K | – | 133 |
|
|
2024
Q1 | $504K | Buy |
+9,189
| New | +$504K | 0.37% | 46 |
|