AWM
Ameliora Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-80
| Closed | -$7.19K | – | 239 |
|
|
2024
Q3 | $7.19K | Hold |
80
| – | – | ﹤0.01% | 145 |
|
|
2024
Q2 | $6.54K | Hold |
80
| – | – | ﹤0.01% | 167 |
|
|
2024
Q1 | $7.16K | Hold |
80
| – | – | ﹤0.01% | 181 |
|
|
2023
Q4 | $6.6K | Hold |
80
| – | – | ﹤0.01% | 167 |
|
|
2023
Q3 | $5.29K | Hold |
80
| – | – | ﹤0.01% | 201 |
|
|
2023
Q2 | $5.82K | Hold |
80
| – | – | ﹤0.01% | 178 |
|
|
2023
Q1 | $5.53K | Sell |
80
-2,814
| -97% | -$195K | ﹤0.01% | 195 |
|
|
2022
Q4 | $166K | Hold |
2,894
| – | – | 0.09% | 79 |
|
|
2022
Q3 | $142K | Buy |
+2,894
| New | +$142K | 0.08% | 86 |
|