Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.73M | Sell |
26,259
-7,887
| -23% | -$568K | ﹤0.01% | 1262 |
|
|
2025
Q4 | $2.28M | Buy |
34,146
+18,362
| +116% | +$1.24M | 0.01% | 1094 |
|
|
2025
Q3 | $1.16M | Buy |
15,784
+2,995
| +23% | +$214K | ﹤0.01% | 1328 |
|
|
2025
Q2 | $839K | Buy |
12,789
+4,414
| +53% | +$289K | ﹤0.01% | 1336 |
|
|
2025
Q1 | $547K | Buy |
8,375
+629
| +8% | +$42.5K | ﹤0.01% | 1413 |
|
|
2024
Q4 | $528K | Sell |
7,746
-881
| -10% | -$66.7K | ﹤0.01% | 1353 |
|
|
2024
Q3 | $775K | Sell |
8,627
-110
| -1% | -$9.1K | ﹤0.01% | 1162 |
|
|
2024
Q2 | $715K | Buy |
8,737
+461
| +6% | +$39K | ﹤0.01% | 1061 |
|
|
2024
Q1 | $740K | Buy |
8,276
+50
| +0.6% | +$4.12K | ﹤0.01% | 983 |
|
|
2023
Q4 | $678K | Buy |
8,226
+795
| +11% | +$58.6K | ﹤0.01% | 948 |
|
|
2023
Q3 | $491K | Buy |
7,431
+822
| +12% | +$58.4K | ﹤0.01% | 982 |
|
|
2023
Q2 | $481K | Buy |
6,609
+2,844
| +76% | +$195K | ﹤0.01% | 951 |
|
|
2023
Q1 | $260K | Buy |
3,765
+147
| +4% | +$9.55K | ﹤0.01% | 1105 |
|
|
2022
Q4 | $207K | Sell |
3,618
-1,406
| -28% | -$78.6K | ﹤0.01% | 1092 |
|
|
2022
Q3 | $244K | Buy |
5,024
+1,174
| +30% | +$67.4K | ﹤0.01% | 978 |
|
|
2022
Q2 | $210K | Buy |
3,850
+449
| +13% | +$26.9K | ﹤0.01% | 1030 |
|
|
2022
Q1 | $217K | Buy |
3,401
+193
| +6% | +$14K | ﹤0.01% | 1007 |
|
|
2021
Q4 | $275K | Buy |
+3,208
| New | +$245K | ﹤0.01% | 907 |
|
|
2021
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2021
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2020
Q1 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q4 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q3 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q2 | $10K | Hold |
134
| – | – | ﹤0.01% | 2089 |
|
|
2019
Q1 | $10K | Sell |
134
-134
| -50% | -$6.66K | ﹤0.01% | 2089 |
|
|
2018
Q4 | $11K | Sell |
268
-17
| -6% | -$782 | ﹤0.01% | 1294 |
|
|
2018
Q3 | $15K | Sell |
285
-17
| -6% | -$998 | ﹤0.01% | 1029 |
|
|
2018
Q2 | $18K | Buy |
302
+230
| +319% | +$14.5K | ﹤0.01% | 855 |
|
|
2018
Q1 | $5K | Sell |
72
-40
| -36% | -$2.58K | ﹤0.01% | 1001 |
|
|
2017
Q4 | $7K | Buy |
112
+1
| +0.9% | +$61 | ﹤0.01% | 969 |
|
|
2017
Q3 | $7K | Sell |
111
-2
| -2% | -$112 | ﹤0.01% | 980 |
|
|
2017
Q2 | $6K | Hold |
113
| – | – | ﹤0.01% | 851 |
|
|
2017
Q1 | $6K | Buy |
113
+73
| +183% | +$3.62K | ﹤0.01% | 837 |
|
|
2016
Q4 | $2K | Hold |
40
| – | – | ﹤0.01% | 962 |
|
|
2016
Q3 | $2K | Buy |
+40
| New | +$1.87K | ﹤0.01% | 907 |
|
Other funds holding AOS
VCM
VPM
