WFAG
Worth Financial Advisory Group’s Schlumberger SLB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
10,387
+4,430
| +74% | +$150K | 0.22% | 103 |
|
|
2025
Q1 | $249K | Sell |
5,957
-5,879
| -50% | -$246K | 0.16% | 137 |
|
|
2024
Q4 | $454K | Sell |
11,836
-358
| -3% | -$13.7K | 0.28% | 86 |
|
|
2024
Q3 | $512K | Buy |
12,194
+1,187
| +11% | +$49.8K | 0.3% | 78 |
|
|
2024
Q2 | $519K | Buy |
11,007
+3,118
| +40% | +$147K | 0.34% | 74 |
|
|
2024
Q1 | $432K | Buy |
7,889
+407
| +5% | +$22.3K | 0.3% | 83 |
|
|
2023
Q4 | $389K | Buy |
7,482
+399
| +6% | +$20.8K | 0.31% | 87 |
|
|
2023
Q3 | $413K | Buy |
7,083
+528
| +8% | +$30.8K | 0.37% | 77 |
|
|
2023
Q2 | $322K | Buy |
6,555
+1,023
| +18% | +$50.3K | 0.3% | 91 |
|
|
2023
Q1 | $272K | Sell |
5,532
-1,361
| -20% | -$66.8K | 0.26% | 93 |
|
|
2022
Q4 | $369K | Buy |
+6,893
| New | +$369K | 0.43% | 65 |
|