Bartlett & Co Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41K | Buy |
+52
| New | +$3.41K | ﹤0.01% | 1045 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$24.5K | – | 1129 |
|
|
2024
Q2 | $24.5K | Buy |
300
+100
| +50% | +$8.18K | ﹤0.01% | 788 |
|
|
2024
Q1 | $17.9K | Hold |
200
| – | – | ﹤0.01% | 833 |
|
|
2023
Q4 | $16.4K | Hold |
200
| – | – | ﹤0.01% | 915 |
|
|
2023
Q3 | $13.2K | Buy |
+200
| New | +$13.2K | ﹤0.01% | 892 |
|