Claro Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,496
| Closed | -$359K | – | 380 |
|
|
2025
Q1 | $359K | Sell |
5,496
-590
| -10% | -$38.6K | 0.05% | 342 |
|
|
2024
Q4 | $415K | Sell |
6,086
-1,881
| -24% | -$128K | 0.06% | 281 |
|
|
2024
Q3 | $716K | Buy |
7,967
+168
| +2% | +$15.1K | 0.09% | 208 |
|
|
2024
Q2 | $638K | Buy |
+7,799
| New | +$638K | 0.1% | 206 |
|
|
2019
Q1 | – | Sell |
-176
| Closed | -$9K | – | 187 |
|
|
2018
Q4 | $9K | Buy |
+176
| New | +$9K | 0.01% | 689 |
|