Benjamin Edwards Inc’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.18M Sell
79,068
-3,092
-4% -$203K 0.07% 272
2025
Q1
$5.37M Buy
82,160
+9,371
+13% +$612K 0.08% 246
2024
Q4
$4.96M Sell
72,789
-4,598
-6% -$314K 0.07% 263
2024
Q3
$6.95M Buy
77,387
+76,246
+6,682% +$6.85M 0.1% 215
2024
Q2
$93K Buy
+1,141
New +$93K 0.02% 428