EP Wealth Advisors’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $264K | Buy |
4,030
+608
| +18% | +$39.9K | ﹤0.01% | 1093 |
|
|
2025
Q1 | $224K | Buy |
+3,422
| New | +$224K | ﹤0.01% | 1080 |
|
|
2024
Q4 | – | Sell |
-2,762
| Closed | -$248K | – | 1242 |
|
|
2024
Q3 | $248K | Sell |
2,762
-10
| -0.4% | -$898 | ﹤0.01% | 942 |
|
|
2024
Q2 | $227K | Buy |
2,772
+28
| +1% | +$2.29K | ﹤0.01% | 729 |
|
|
2024
Q1 | $245K | Buy |
+2,744
| New | +$245K | ﹤0.01% | 682 |
|