BWM
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BKM Wealth Management’s A.O. Smith AOS Stock Holding History

BKM Wealth Management’s Portfolio AOS Stock Details AOS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,890
Closed -$169K – 142
2024
Q1 		$169K Sell
1,890
-48
-2% -$4.29K 0.07% 168
2023
Q4 		$160K Buy
+1,938
New +$160K 0.07% 165