Avior Wealth Management’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
Q1 | – | Sell |
-771
| Closed | -$52.6K | – | 817 |
|
|
2024
Q4 | $52.6K | Buy |
771
+6
| +0.8% | +$409 | ﹤0.01% | 1129 |
|
|
2024
Q3 | $68.7K | Buy |
765
+2
| +0.3% | +$180 | ﹤0.01% | 1007 |
|
|
2024
Q2 | $62.4K | Sell |
763
-509
| -40% | -$41.6K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $114K | Buy |
1,272
+580
| +84% | +$51.9K | 0.01% | 913 |
|
|
2023
Q4 | $57K | Sell |
692
-236
| -25% | -$19.5K | ﹤0.01% | 708 |
|
|
2023
Q3 | $61.4K | Buy |
928
+252
| +37% | +$16.7K | ﹤0.01% | 725 |
|
|
2023
Q2 | $49.2K | Hold |
676
| – | – | ﹤0.01% | 763 |
|
|
2023
Q1 | $46.7K | Buy |
+676
| New | +$46.7K | ﹤0.01% | 782 |
|
|
2018
Q2 | – | Sell |
-3,240
| Closed | -$206K | – | 776 |
|
|
2018
Q1 | $206K | Sell |
3,240
-670
| -17% | -$42.6K | 0.05% | 302 |
|
|
2017
Q4 | $240K | Buy |
+3,910
| New | +$240K | 0.05% | 287 |
|