AOWM
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Alpha Omega Wealth Management’s SLB Ltd SLB Stock Holding History

Alpha Omega Wealth Management’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
2026
Q1 		$5.2M Sell
101,218
-17,822
-15% -$865K 0.84% 37
2025
Q4 		$4.57M Buy
119,040
+3,825
+3% +$139K 0.76% 40
2025
Q3 		$3.96M Buy
+115,215
New +$4.01M 0.66% 48
2019
Q3 		– Sell
-600
Closed -$24K – 499
2019
Q2 		$24K Hold
600
– – 0.01% 338
2019
Q1 		$26K Hold
600
– – 0.01% 320
2018
Q4 		$22K Sell
600
-470
-44% -$23.2K 0.01% 295
2018
Q3 		$65K Hold
1,070
– – 0.03% 208
2018
Q2 		$72K Buy
1,070
+600
+128% +$41.2K 0.04% 198
2018
Q1 		$30K Hold
470
– – 0.02% 257
2017
Q4 		$32K Sell
470
-500
-52% -$32.4K 0.02% 252
2017
Q3 		$68K Hold
970
– – 0.03% 206
2017
Q2 		$64K Hold
970
– – 0.03% 211
2017
Q1 		$76K Hold
970
– – 0.04% 195
2016
Q4 		$81K Buy
+970
New +$79.5K 0.04% 191

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VPM
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Charles Schwab
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return