Avion Wealth’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Sell |
8
-34
| -81% | – | ﹤0.01% | 1136 |
|
|
2025
Q1 | $2K | Hold |
42
| – | – | ﹤0.01% | 687 |
|
|
2024
Q4 | $2K | Buy |
42
+7
| +20% | +$333 | ﹤0.01% | 684 |
|
|
2024
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 593 |
|
|
2024
Q2 | $2K | Hold |
35
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $4K | Hold |
35
| – | – | ﹤0.01% | 485 |
|
|
2023
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 464 |
|
|
2023
Q3 | $2K | Buy |
35
+16
| +84% | +$914 | ﹤0.01% | 452 |
|
|
2023
Q2 | $1K | Sell |
19
-8
| -30% | -$421 | ﹤0.01% | 525 |
|
|
2023
Q1 | $1K | Buy |
+27
| New | +$1K | ﹤0.01% | 413 |
|