Bogart Wealth LLC’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 | $3.21K | Hold |
49
| – | – | ﹤0.01% | 1023 |
|
|
2025
Q1 | $3.2K | Hold |
49
| – | – | ﹤0.01% | 988 |
|
|
2024
Q4 | $3.34K | Hold |
49
| – | – | ﹤0.01% | 976 |
|
|
2024
Q3 | $4.4K | Hold |
49
| – | – | ﹤0.01% | 856 |
|
|
2024
Q2 | $4.01K | Hold |
49
| – | – | ﹤0.01% | 830 |
|
|
2024
Q1 | $4.38K | Hold |
49
| – | – | ﹤0.01% | 788 |
|
|
2023
Q4 | $4.04K | Sell |
49
-26
| -35% | -$2.14K | ﹤0.01% | 796 |
|
|
2023
Q3 | $4.96K | Hold |
75
| – | – | ﹤0.01% | 717 |
|
|
2023
Q2 | $5.46K | Hold |
75
| – | – | ﹤0.01% | 690 |
|
|
2023
Q1 | $5.18K | Buy |
75
+49
| +188% | +$3.38K | ﹤0.01% | 704 |
|
|
2022
Q4 | $1.47K | Hold |
26
| – | – | ﹤0.01% | 820 |
|
|
2022
Q3 | $1K | Buy |
26
+1
| +4% | +$38 | ﹤0.01% | 863 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 809 |
|
|
2022
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 656 |
|