Avantax Advisory Services’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.42M | Buy |
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|
2024
Q4 | $550K | Buy |
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|
2024
Q3 | $716K | Sell |
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|
2024
Q2 | $680K | Buy |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $389K | Sell |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $248K | Sell |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $348K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $339K | Buy |
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