BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.36M | Buy |
|
|||||
|
2023
Q1 | $5.89M | Buy |
|
|||||
|
2022
Q4 | $4.52M | Buy |
|
|||||
|
2022
Q3 | $3.53M | Buy |
|
|||||
|
2022
Q2 | $3.68M | Buy |
|
|||||
|
2022
Q1 | $4.03M | Buy |
|
|||||
|
2021
Q4 | $4.96M | Sell |
|
|||||
|
2021
Q3 | $3.63M | Buy |
|
|||||
|
2021
Q2 | $4.12M | Buy |
|
|||||
|
2021
Q1 | $3.63M | Buy |
|
|||||
|
2020
Q4 | $2.81M | Buy |
|
|||||
|
2020
Q3 | $2.63M | Buy |
|
|||||
|
2020
Q2 | $2.14M | Buy |
|
|||||
|
2020
Q1 | $1.57M | Buy |
|
|||||
|
2019
Q4 | $1.44M | Buy |
|
|||||
|
2019
Q3 | $1.38M | Buy |
|
|||||
|
2019
Q2 | $1.15M | Buy |
|