EI
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Ellevest Inc’s A.O. Smith AOS Stock Holding History

Ellevest Inc’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,897
Closed -$350K – 414
2024
Q3 		$350K Sell
3,897
-301
-7% -$24.9K 0.02% 291
2024
Q2 		$343K Sell
4,198
-40
-0.9% -$3.38K 0.02% 295
2024
Q1 		$379K Sell
4,238
-97
-2% -$8K 0.02% 269
2023
Q4 		$357K Buy
4,335
+423
+11% +$31.2K 0.02% 261
2023
Q3 		$259K Buy
3,912
+573
+17% +$40.7K 0.02% 285
2023
Q2 		$243K Buy
3,339
+179
+6% +$12.3K 0.02% 306
2023
Q1 		$219K Buy
3,160
+1,784
+130% +$116K 0.02% 299
2022
Q4 		$78.8K Sell
1,376
-56
-4% -$3.13K 0.01% 500
2022
Q3 		$70K Buy
1,432
+241
+20% +$13.8K 0.01% 495
2022
Q2 		$65K Buy
1,191
+751
+171% +$45.1K 0.01% 498
2022
Q1 		$28K Buy
440
+288
+189% +$21K ﹤0.01% 654
2021
Q4 		$13K Buy
152
+8
+6% +$610 ﹤0.01% 793
2021
Q3 		$9K Hold
144
– – ﹤0.01% 829
2021
Q2 		$10K Sell
144
-94
-39% -$6.49K ﹤0.01% 750
2021
Q1 		$16K Buy
238
+33
+16% +$2.01K ﹤0.01% 692
2020
Q4 		$11K Buy
205
+22
+12% +$1.21K ﹤0.01% 725
2020
Q3 		$10K Hold
183
– – ﹤0.01% 645
2020
Q2 		$9K Buy
183
+42
+30% +$1.83K ﹤0.01% 633
2020
Q1 		$5K Buy
+141
New +$6.01K ﹤0.01% 634

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