Carson Wealth (CWM LLC)’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
12,789
+4,414
| +53% | +$290K | ﹤0.01% | 1335 |
|
|
2025
Q1 | $547K | Buy |
8,375
+629
| +8% | +$41.1K | ﹤0.01% | 1411 |
|
|
2024
Q4 | $528K | Sell |
7,746
-881
| -10% | -$60.1K | ﹤0.01% | 1352 |
|
|
2024
Q3 | $775K | Sell |
8,627
-110
| -1% | -$9.88K | ﹤0.01% | 1161 |
|
|
2024
Q2 | $715K | Buy |
8,737
+461
| +6% | +$37.7K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $740K | Buy |
8,276
+50
| +0.6% | +$4.47K | ﹤0.01% | 982 |
|
|
2023
Q4 | $678K | Buy |
8,226
+795
| +11% | +$65.5K | ﹤0.01% | 947 |
|
|
2023
Q3 | $491K | Buy |
7,431
+822
| +12% | +$54.3K | ﹤0.01% | 979 |
|
|
2023
Q2 | $481K | Buy |
6,609
+2,844
| +76% | +$207K | ﹤0.01% | 949 |
|
|
2023
Q1 | $260K | Buy |
3,765
+147
| +4% | +$10.2K | ﹤0.01% | 1103 |
|
|
2022
Q4 | $207K | Sell |
3,618
-1,406
| -28% | -$80.4K | ﹤0.01% | 1090 |
|
|
2022
Q3 | $244K | Buy |
5,024
+1,174
| +30% | +$57K | ﹤0.01% | 976 |
|
|
2022
Q2 | $210K | Buy |
3,850
+449
| +13% | +$24.5K | ﹤0.01% | 1028 |
|
|
2022
Q1 | $217K | Buy |
3,401
+193
| +6% | +$12.3K | ﹤0.01% | 1005 |
|
|
2021
Q4 | $275K | Buy |
+3,208
| New | +$275K | ﹤0.01% | 905 |
|
|
2021
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2021
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2020
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2083 |
|
|
2019
Q1 | $10K | Sell |
134
-134
| -50% | -$10K | ﹤0.01% | 2083 |
|
|
2018
Q4 | $11K | Sell |
268
-17
| -6% | -$698 | ﹤0.01% | 1289 |
|
|
2018
Q3 | $15K | Sell |
285
-17
| -6% | -$895 | ﹤0.01% | 1026 |
|
|
2018
Q2 | $18K | Buy |
302
+230
| +319% | +$13.7K | ﹤0.01% | 851 |
|
|
2018
Q1 | $5K | Sell |
72
-40
| -36% | -$2.78K | ﹤0.01% | 1000 |
|
|
2017
Q4 | $7K | Buy |
112
+1
| +0.9% | +$63 | ﹤0.01% | 968 |
|
|
2017
Q3 | $7K | Sell |
111
-2
| -2% | -$126 | ﹤0.01% | 979 |
|
|
2017
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 850 |
|
|
2017
Q1 | $6K | Buy |
113
+73
| +183% | +$3.88K | ﹤0.01% | 836 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 961 |
|
|
2016
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 906 |
|