Arkadios Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,318
| Closed | -$413K | – | 1243 |
|
|
2025
Q1 | $413K | Buy |
+6,318
| New | +$413K | 0.02% | 778 |
|
|
2021
Q4 | – | Sell |
-2,161
| Closed | -$132K | – | 628 |
|
|
2021
Q3 | $132K | Buy |
2,161
+22
| +1% | +$1.34K | 0.02% | 615 |
|
|
2021
Q2 | $154K | Buy |
2,139
+156
| +8% | +$11.2K | 0.02% | 600 |
|
|
2021
Q1 | $134K | Buy |
1,983
+1
| +0.1% | +$68 | 0.02% | 484 |
|
|
2020
Q4 | $108K | Buy |
1,982
+1,516
| +325% | +$82.6K | 0.02% | 424 |
|
|
2020
Q3 | $25.8K | Sell |
466
-11
| -2% | -$610 | 0.01% | 547 |
|
|
2020
Q2 | $23.9K | Buy |
477
+309
| +184% | +$15.5K | 0.01% | 511 |
|
|
2020
Q1 | $6.35K | Buy |
168
+1
| +0.6% | +$38 | ﹤0.01% | 737 |
|
|
2019
Q4 | $7.35K | Buy |
+167
| New | +$7.35K | ﹤0.01% | 644 |
|