AA
Addison Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.7K | Buy |
1,094
+13
| +1% | +$852 | 0.02% | 355 |
|
|
2025
Q1 | $70.7K | Buy |
1,081
+345
| +47% | +$22.5K | 0.02% | 344 |
|
|
2024
Q4 | $50.2K | Sell |
736
-387
| -34% | -$26.4K | 0.01% | 385 |
|
|
2024
Q3 | $101K | Sell |
1,123
-4
| -0.4% | -$359 | 0.03% | 307 |
|
|
2024
Q2 | $92.2K | Buy |
1,127
+61
| +6% | +$4.99K | 0.03% | 299 |
|
|
2024
Q1 | $95.4K | Buy |
1,066
+150
| +16% | +$13.4K | 0.03% | 290 |
|
|
2023
Q4 | $75.5K | Buy |
916
+204
| +29% | +$16.8K | 0.03% | 303 |
|
|
2023
Q3 | $47.1K | Buy |
712
+189
| +36% | +$12.5K | 0.02% | 327 |
|
|
2023
Q2 | $38.1K | Buy |
523
+66
| +14% | +$4.8K | 0.02% | 353 |
|
|
2023
Q1 | $31.6K | Buy |
457
+221
| +94% | +$15.3K | 0.02% | 349 |
|
|
2022
Q4 | $13.5K | Sell |
236
-58
| -20% | -$3.32K | 0.01% | 416 |
|
|
2022
Q3 | $14K | Buy |
294
+166
| +130% | +$7.91K | 0.01% | 398 |
|
|
2022
Q2 | $7K | Sell |
128
-211
| -62% | -$11.5K | ﹤0.01% | 465 |
|
|
2022
Q1 | $22K | Buy |
339
+239
| +239% | +$15.5K | 0.01% | 383 |
|
|
2021
Q4 | $9K | Buy |
100
+80
| +400% | +$7.2K | 0.01% | 408 |
|
|
2021
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 395 |
|