Caldwell Trust’s A.O. Smith AOS Stock Holding History

Caldwell Trust’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-200
2023 Q2	$14.6K	Hold	200
2023 Q1	$13.8K	Hold	200
2022 Q4	$11.4K	Hold	200
2022 Q3	$9.72K	Hold	200
2022 Q2	$10.9K	Hold	200
2022 Q1	$12.8K	Hold	200
2021 Q4	$17.2K	Hold	200
2021 Q3	$12.2K	Hold	200
2021 Q2	$14.4K	Hold	200
2021 Q1	$13.5K	Hold	200
2020 Q4	$11K	Hold	200
2020 Q3	$10.6K	Sell	200 -16,140
2020 Q2	$770K	Hold	16,340
2020 Q1	$618K	Hold	16,340
2019 Q4	$778K	Buy	+16,340