Daymark Wealth Partners’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Sell |
6,108
-294
| -5% | -$19.3K | 0.02% | 396 |
|
|
2025
Q1 | $418K | Sell |
6,402
-5
| -0.1% | -$327 | 0.02% | 359 |
|
|
2024
Q4 | $437K | Buy |
6,407
+128
| +2% | +$8.73K | 0.02% | 348 |
|
|
2024
Q3 | $564K | Buy |
6,279
+19
| +0.3% | +$1.71K | 0.02% | 314 |
|
|
2024
Q2 | $512K | Sell |
6,260
-182
| -3% | -$14.9K | 0.02% | 318 |
|
|
2024
Q1 | $576K | Buy |
+6,442
| New | +$576K | 0.03% | 254 |
|