CPA
Cardiff Park Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+3,064
| New | +$201K | 0.02% | 256 |
|
|
2025
Q1 | – | Sell |
-3,033
| Closed | -$207K | – | 344 |
|
|
2024
Q4 | $207K | Buy |
3,033
+14
| +0.5% | +$955 | 0.02% | 245 |
|
|
2024
Q3 | $271K | Buy |
3,019
+12
| +0.4% | +$1.08K | 0.02% | 211 |
|
|
2024
Q2 | $246K | Buy |
+3,007
| New | +$246K | 0.02% | 217 |
|