AE Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,942
| Closed | -$562K | – | 1183 |
|
|
2023
Q4 | $562K | Buy |
+6,942
| New | +$562K | ﹤0.01% | 1378 |
|
|
2020
Q4 | – | Sell |
-4,803
| Closed | -$254K | – | 1346 |
|
|
2020
Q3 | $254K | Buy |
+4,803
| New | +$254K | ﹤0.01% | 1091 |
|
|
2020
Q1 | – | Sell |
-17,028
| Closed | -$811K | – | 1108 |
|
|
2019
Q4 | $811K | Buy |
17,028
+2,656
| +18% | +$126K | 0.02% | 575 |
|
|
2019
Q3 | $686K | Buy |
14,372
+1,692
| +13% | +$80.8K | 0.02% | 536 |
|
|
2019
Q2 | $598K | Buy |
+12,680
| New | +$598K | 0.02% | 536 |
|