AGWCA
Annis Gardner Whiting Capital Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984 | Buy |
+15
| New | +$984 | ﹤0.01% | 1081 |
|
|
2025
Q1 | – | Sell |
-3
| Closed | -$205 | – | 746 |
|
|
2024
Q4 | $205 | Buy |
+3
| New | +$205 | ﹤0.01% | 764 |
|
|
2024
Q3 | – | Sell |
-6
| Closed | -$491 | – | 741 |
|
|
2024
Q2 | $491 | Buy |
6
+3
| +100% | +$245 | ﹤0.01% | 920 |
|
|
2024
Q1 | $269 | Buy |
+3
| New | +$269 | ﹤0.01% | 928 |
|