EverSource Wealth Advisors’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 | $63.1K | Buy |
963
+422
| +78% | +$27.7K | ﹤0.01% | 1467 |
|
|
2025
Q1 | $35.4K | Buy |
541
+180
| +50% | +$11.8K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $24.6K | Buy |
361
+99
| +38% | +$6.75K | ﹤0.01% | 1513 |
|
|
2024
Q3 | $23.5K | Sell |
262
-4
| -2% | -$359 | ﹤0.01% | 1413 |
|
|
2024
Q2 | $22.6K | Buy |
266
+22
| +9% | +$1.87K | ﹤0.01% | 1447 |
|
|
2024
Q1 | $20.2K | Buy |
244
+86
| +54% | +$7.13K | ﹤0.01% | 1358 |
|
|
2023
Q4 | $13K | Buy |
158
+20
| +14% | +$1.65K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $9.13K | Hold |
138
| – | – | ﹤0.01% | 1457 |
|
|
2023
Q2 | $10K | Buy |
138
+5
| +4% | +$364 | ﹤0.01% | 1433 |
|
|
2023
Q1 | $9.2K | Hold |
133
| – | – | ﹤0.01% | 1403 |
|
|
2022
Q4 | $7.61K | Sell |
133
-69
| -34% | -$3.95K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $10K | Buy |
+202
| New | +$10K | ﹤0.01% | 1122 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | -$2K | – | 1707 |
|
|
2022
Q1 | $2K | Buy |
+24
| New | +$2K | ﹤0.01% | 1489 |
|