BWM
BerganKDV Wealth Management’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $6.36M | Buy |
87,343
+2,200
| +3% | +$160K | 0.64% | 35 |
|
|
2023
Q1 | $5.89M | Buy |
85,143
+6,237
| +8% | +$431K | 0.61% | 38 |
|
|
2022
Q4 | $4.52M | Buy |
78,906
+6,160
| +8% | +$353K | 0.49% | 49 |
|
|
2022
Q3 | $3.53M | Buy |
72,746
+5,390
| +8% | +$262K | 0.42% | 53 |
|
|
2022
Q2 | $3.68M | Buy |
67,356
+4,262
| +7% | +$233K | 0.42% | 51 |
|
|
2022
Q1 | $4.03M | Buy |
63,094
+5,257
| +9% | +$336K | 0.43% | 50 |
|
|
2021
Q4 | $4.97M | Sell |
57,837
-1,668
| -3% | -$143K | 0.52% | 40 |
|
|
2021
Q3 | $3.63M | Buy |
59,505
+2,285
| +4% | +$140K | 0.41% | 49 |
|
|
2021
Q2 | $4.12M | Buy |
57,220
+3,499
| +7% | +$252K | 0.49% | 41 |
|
|
2021
Q1 | $3.63M | Buy |
53,721
+2,418
| +5% | +$163K | 0.47% | 44 |
|
|
2020
Q4 | $2.81M | Buy |
51,303
+1,421
| +3% | +$77.9K | 0.4% | 54 |
|
|
2020
Q3 | $2.63M | Buy |
49,882
+4,470
| +10% | +$236K | 0.42% | 47 |
|
|
2020
Q2 | $2.14M | Buy |
45,412
+4,004
| +10% | +$189K | 0.37% | 56 |
|
|
2020
Q1 | $1.57M | Buy |
41,408
+11,121
| +37% | +$421K | 0.32% | 70 |
|
|
2019
Q4 | $1.44M | Buy |
30,287
+1,306
| +5% | +$62.2K | 0.26% | 88 |
|
|
2019
Q3 | $1.38M | Buy |
28,981
+4,680
| +19% | +$223K | 0.27% | 81 |
|
|
2019
Q2 | $1.15M | Buy |
+24,301
| New | +$1.15M | 0.23% | 85 |
|