Continuum Advisory’s A.O. Smith AOS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-36
| Closed | -$2.35K | – | 475 |
|
2025
Q1 | $2.35K | Sell |
36
-46
| -56% | -$3.01K | ﹤0.01% | 1299 |
|
2024
Q4 | $5.59K | Sell |
82
-6
| -7% | -$409 | ﹤0.01% | 1107 |
|
2024
Q3 | $6.42K | Buy |
88
+8
| +10% | +$584 | ﹤0.01% | 1098 |
|
2024
Q2 | $6.54K | Hold |
80
| – | – | ﹤0.01% | 1035 |
|
2024
Q1 | $6.91K | Buy |
+80
| New | +$6.91K | ﹤0.01% | 1020 |
|