Williams Jones Wealth Management’s Schlumberger SLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
9,713
-1
| -0% | -$34 | ﹤0.01% | 406 |
|
|
2025
Q1 | $406K | Sell |
9,714
-4,827
| -33% | -$202K | 0.01% | 365 |
|
|
2024
Q4 | $558K | Buy |
14,541
+479
| +3% | +$18.4K | 0.01% | 327 |
|
|
2024
Q3 | $590K | Sell |
14,062
-800
| -5% | -$33.6K | 0.01% | 326 |
|
|
2024
Q2 | $701K | Sell |
14,862
-1,251
| -8% | -$59K | 0.01% | 299 |
|
|
2024
Q1 | $883K | Sell |
16,113
-959
| -6% | -$52.6K | 0.01% | 276 |
|
|
2023
Q4 | $888K | Sell |
17,072
-8,506
| -33% | -$443K | 0.01% | 266 |
|
|
2023
Q3 | $1.49M | Buy |
25,578
+2,046
| +9% | +$119K | 0.02% | 214 |
|
|
2023
Q2 | $1.16M | Sell |
23,532
-28,658
| -55% | -$1.41M | 0.02% | 243 |
|
|
2023
Q1 | $2.56M | Buy |
52,190
+2,726
| +6% | +$134K | 0.04% | 180 |
|
|
2022
Q4 | $2.64M | Buy |
49,464
+18,632
| +60% | +$996K | 0.04% | 177 |
|
|
2022
Q3 | $1.11M | Sell |
30,832
-3,479
| -10% | -$125K | 0.02% | 259 |
|
|
2022
Q2 | $1.23M | Buy |
34,311
+782
| +2% | +$28K | 0.02% | 252 |
|
|
2022
Q1 | $1.39M | Buy |
33,529
+9,291
| +38% | +$384K | 0.02% | 231 |
|
|
2021
Q4 | $726K | Buy |
24,238
+14,578
| +151% | +$437K | 0.01% | 283 |
|
|
2021
Q3 | $286K | Buy |
9,660
+74
| +0.8% | +$2.19K | ﹤0.01% | 408 |
|
|
2021
Q2 | $307K | Sell |
9,586
-79
| -0.8% | -$2.53K | ﹤0.01% | 404 |
|
|
2021
Q1 | $263K | Hold |
9,665
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $211K | Sell |
9,665
-1,405
| -13% | -$30.7K | ﹤0.01% | 426 |
|
|
2020
Q3 | $172K | Hold |
11,070
| – | – | ﹤0.01% | 404 |
|
|
2020
Q2 | $204K | Hold |
11,070
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $149K | Buy |
11,070
+400
| +4% | +$5.38K | ﹤0.01% | 350 |
|
|
2019
Q4 | $429K | Sell |
10,670
-47
| -0.4% | -$1.89K | 0.01% | 301 |
|
|
2019
Q3 | $366K | Buy |
+10,717
| New | +$366K | 0.01% | 311 |
|