Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.6K | Hold |
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|
2025
Q2 | $3.21K | Hold |
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|
2025
Q1 | $3.2K | Hold |
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|
2024
Q4 | $3.34K | Hold |
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|
2024
Q3 | $4.4K | Hold |
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|
2024
Q2 | $4.01K | Hold |
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|
2024
Q1 | $4.38K | Hold |
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|
2023
Q4 | $4.04K | Sell |
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|
2023
Q3 | $4.96K | Hold |
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|
2023
Q2 | $5.46K | Hold |
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|
2023
Q1 | $5.17K | Buy |
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|
2022
Q4 | $1.47K | Hold |
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|
2022
Q3 | $1K | Buy |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Buy |
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