Beverly Hills Private Wealth’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
Q2 | $348K | Sell |
5,312
-535
| -9% | -$35.1K | 0.07% | 231 |
|
|
2025
Q1 | $382K | Buy |
5,847
+176
| +3% | +$11.5K | 0.08% | 211 |
|
|
2024
Q4 | $387K | Sell |
5,671
-885
| -13% | -$60.4K | 0.08% | 206 |
|
|
2024
Q3 | $589K | Sell |
6,556
-1,238
| -16% | -$111K | 0.12% | 165 |
|
|
2024
Q2 | $637K | Sell |
7,794
-527
| -6% | -$43.1K | 0.14% | 159 |
|
|
2024
Q1 | $744K | Sell |
8,321
-636
| -7% | -$56.9K | 0.17% | 131 |
|
|
2023
Q4 | $738K | Sell |
8,957
-759
| -8% | -$62.6K | 0.19% | 116 |
|
|
2023
Q3 | $643K | Sell |
9,716
-9,847
| -50% | -$651K | 0.19% | 116 |
|
|
2023
Q2 | $1.42M | Buy |
19,563
+9,985
| +104% | +$725K | 0.23% | 99 |
|
|
2023
Q1 | $662K | Buy |
9,578
+1,764
| +23% | +$122K | 0.21% | 112 |
|
|
2022
Q4 | $447K | Buy |
+7,814
| New | +$447K | 0.2% | 120 |
|