EverSource Wealth Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Buy |
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|
2025
Q1 | $35.4K | Buy |
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|
2024
Q4 | $24.6K | Buy |
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|
2024
Q3 | $23.5K | Sell |
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|
2024
Q2 | $22.6K | Buy |
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|
2024
Q1 | $20.2K | Buy |
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|
2023
Q4 | $13K | Buy |
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|
2023
Q3 | $9.13K | Hold |
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|
2023
Q2 | $10K | Buy |
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|
2023
Q1 | $9.2K | Hold |
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|
2022
Q4 | $7.61K | Sell |
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|
2022
Q3 | $10K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2K | Buy |
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