Atria Wealth Solutions’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,797
| Closed | -$248K | – | 1480 |
|
|
2025
Q1 | $248K | Sell |
3,797
-894
| -19% | -$58.4K | ﹤0.01% | 1586 |
|
|
2024
Q4 | $320K | Buy |
4,691
+410
| +10% | +$28K | ﹤0.01% | 1487 |
|
|
2024
Q3 | $385K | Sell |
4,281
-58
| -1% | -$5.21K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $355K | Buy |
4,339
+62
| +1% | +$5.07K | ﹤0.01% | 1394 |
|
|
2024
Q1 | $383K | Sell |
4,277
-2,714
| -39% | -$243K | ﹤0.01% | 1385 |
|
|
2023
Q4 | $576K | Buy |
6,991
+2,911
| +71% | +$240K | 0.01% | 1129 |
|
|
2023
Q3 | $270K | Buy |
+4,080
| New | +$270K | ﹤0.01% | 1475 |
|