Dynamic Advisor Solutions’s A.O. Smith AOS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,485
Closed -$223K 652
2024
Q3
$223K Buy
2,485
+10
+0.4% +$898 0.01% 848
2024
Q2
$202K Buy
2,475
+40
+2% +$3.27K 0.01% 877
2024
Q1
$218K Buy
+2,435
New +$218K 0.01% 841