CWC
Carolinas Wealth Consulting’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$327 | – | 51 |
|
|
2025
Q1 | $327 | Hold |
5
| – | – | ﹤0.01% | 985 |
|
|
2024
Q4 | $342 | Hold |
5
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q3 | $450 | Hold |
5
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q2 | $409 | Hold |
5
| – | – | ﹤0.01% | 1004 |
|
|
2024
Q1 | $447 | Sell |
5
-9
| -64% | -$805 | ﹤0.01% | 994 |
|
|
2023
Q4 | $1.19K | Hold |
14
| – | – | ﹤0.01% | 811 |
|
|
2023
Q3 | $1.01K | Hold |
14
| – | – | ﹤0.01% | 834 |
|
|
2023
Q2 | $1.05K | Sell |
14
-3
| -18% | -$225 | ﹤0.01% | 906 |
|
|
2023
Q1 | $1.18K | Buy |
17
+12
| +240% | +$830 | ﹤0.01% | 867 |
|
|
2022
Q4 | $286 | Hold |
5
| – | – | ﹤0.01% | 1046 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 876 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 884 |
|
|
2022
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 912 |
|
|
2021
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 956 |
|
|
2021
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 932 |
|
|
2021
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 941 |
|
|
2021
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 943 |
|
|
2020
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 870 |
|
|
2020
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 933 |
|
|
2020
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 654 |
|